Tiegerman School Employees Retirement Plan
Sponsored by Tiegerman School · EIN 112739039 · Plan #003
- Total assets
- $48.0M
- Net assets
- $48.0M
- Active participants
- 378
- With balances
- 510
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $110,886 |
| Loren S. Stark Company Inc | Other services, Other fees | $500 |
| Commonwealth Financial Network | Investment advisory (plan), Other fees | $0 |