AUMdb

Charles Armstrong School Defined Contribution Retirement Plan

Sponsored by Charles Armstrong School · EIN 941666217 · Plan #001

Total assets
$24.4M
Net assets
$24.4M
Active participants
124
With balances
254

Plan year beginning 09/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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 Recordkeeping fees, Account maintenance fees $917