AUMdb

The Notre Dame Preparatory School Tax Deferred Annuity Plan

Sponsored by Notre Dame Preparatory School Inc. · EIN 520733735 · Plan #001

Total assets
$16.8M
Net assets
$16.8M
Active participants
168
With balances
212

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $46,267
Rbc Capital Markets Llc Consulting (pension), Direct payment from the plan $24,990