Newark Academy Dc Retirement Plan
Sponsored by Newark Academy Trustees · EIN 221487270 · Plan #001
- Total assets
- $60.4M
- Net assets
- $60.4M
- Active participants
- 143
- With balances
- 340
Plan year beginning 07/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Investment management, Investment management fees (direct) | $11,677 |
| Planpilot, Llc | Investment advisory (plan), Investment management, Direct payment from the plan | $7,650 |