Orchard School Retirement Plan
Sponsored by Orchard School Foundation Inc. · EIN 350909975 · Plan #002
- Total assets
- $27.6M
- Net assets
- $27.6M
- Active participants
- 166
- With balances
- 243
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| American United Life Insurance Co | Direct payment from the plan, Recordkeeping fees, Insurance mortality and expense | $1,841 |
| Tiaa Cref | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $75 |