Holton Arms School, Inc. Tax Deferred Savings & Retirement Plan
Sponsored by The Holton Arms School, Inc. · EIN 530196507 · Plan #001
- Total assets
- $82.7M
- Net assets
- $82.7M
- Active participants
- 186
- With balances
- 257
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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 | $60,436 |