The Seven Hills School Retirement Plan
Sponsored by The Seven Hills School · EIN 941628213 · Plan #003
- Total assets
- $25.1M
- Net assets
- $25.1M
- Active participants
- 101
- With balances
- 201
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 |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $23,722 |
| Jp Morgan Securities Llc | Investment advisory (participants), Investment advisory (plan) | $20,284 |
| First Republic Bank | Investment advisory (participants), Investment advisory (plan) | $18,388 |
| Pension Assurance Llp | Accounting | $14,750 |