Duke School 401(k) Plan
Sponsored by Duke School · EIN 581521494 · Plan #003
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 114
- With balances
- 145
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Gordon Asset Management Llc CRD 137136 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Gordon Asset Management | Named fiduciary, Participant communication, Direct payment from the plan | $15,000 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $14,925 |
| Charles Schwab Trust Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $4,170 |