AUMdb

Agnes Irwin School Defined Contribution Retirement Plan

Sponsored by The Agnes Irwin School · EIN 231352650 · Plan #001

Total assets
$57.6M
Net assets
$57.6M
Active participants
301
With balances
382

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
Tiaa Teachers Ins & Annuity Assoc Recordkeeping $29,609
Newport Trust Company Recordkeeping fees $1,070