St. Anne's Episcopal School Defined Contribution Retirement Plan
Sponsored by St. Anne's Episcopal School, Inc. · EIN 846049400 · Plan #001
- Total assets
- $21.3M
- Net assets
- $21.3M
- Active participants
- 96
- With balances
- 162
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
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 |
|---|---|---|
| Tiaa | $35,279 | |
| Syntrinsic, Llc | $22,000 |