AUMdb

Retirement Plan For The Personnel Of The Key School

Sponsored by Key School, Inc. · EIN 520701774 · Plan #001 · Annapolis, MD

Total assets
$41.1M
Net assets
$41.1M
Active participants
187
With balances
321

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
Alta Cpa Group Accounting $9,000
Lincoln Financialcorporation Contract administrator $800
Tiaa Teachers Insurance & Annuity A Contract administrator $452