AUMdb

Summit School At Nyack Retirement Plan

Sponsored by The Summit School · EIN 112167091 · Plan #002

Total assets
$14.3M
Net assets
$14.3M
Active participants
133
With balances
0

Plan year beginning 07/01/2024

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
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $87,104