The Potomac School Tax Deferred Savings And Retirement Plan
Sponsored by The Potomac School · EIN 540562160 · Plan #001
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 281
- With balances
- 682
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Teachers Insurance And Annuity Asso | Recordkeeping, Custodial (other) | $50,115 |