AUMdb

Chapel Hill Academy 401(k) Profit Sharing Plan

Sponsored by Terranova Group, Inc · EIN 223218734 · Plan #001

Total assets
$24.7M
Net assets
$24.7M
Active participants
86
With balances
106

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Alerus Financial, N.A. Recordkeeping, Trustee (institutional), Trustee (directed) $57,230