Concord Academy Defined Contribution And Tax Deferred Annuity Plan
Sponsored by Concord Academy · EIN 041200600 · Plan #001
- Total assets
- $73.6M
- Net assets
- $73.6M
- Active participants
- 331
- With balances
- 385
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 | Contract administrator | $54,938 |