Churchill School And Center Defined Contribution Retirement Plan
Sponsored by The Churchill School And Center · EIN 132722983 · Plan #001
- Total assets
- $33.7M
- Net assets
- $33.7M
- Active participants
- 158
- With balances
- 348
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).
| Firm | Match | Plan year |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Account maintenance fees | $36,184 |
| World Investment Advisors, Llc | Investment advisory (plan) | $10,804 |