The International School Of San Francisco Dc Retirement Plan
Sponsored by The International School Of San Francisco · EIN 941558658 · Plan #001
- Total assets
- $52.9M
- Net assets
- $52.9M
- Active participants
- 141
- With balances
- 313
Plan year beginning 09/01/2024 · 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 |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Multinomah Group, Inc | Investment advisory (plan) | $33,250 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $22,557 |