AUMdb

The Nueva School Defined Contribution Retirement Plan

Sponsored by The Nueva School · EIN 941633387 · Plan #001

Total assets
$41.0M
Net assets
$41.0M
Active participants
324
With balances
371

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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 $55,288