AUMdb

Hillel Day School Of Metropolitan Detroit Tax Shelter Annuity Plan

Sponsored by Hillel Day School Of Metropolitan Detroit · EIN 381586703 · Plan #001

Total assets
$21.1M
Net assets
$21.1M
Active participants
157
With balances
184

Plan year beginning 07/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $33,412
The Benefit Advantage, Inc. Contract administrator, Direct payment from the plan, Other services $2,250
Raymond James & Associates Other services, Other commissions, Other fees $0