St. George's School Defined Contribution Retirement Plan
Sponsored by St. George's School · EIN 050259009 · Plan #001
- Total assets
- $53.6M
- Net assets
- $53.6M
- Active participants
- 191
- With balances
- 393
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Clifton Larson Allen Llp | Accounting | $14,175 |
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $4,865 |