Francis W. Parker School Defined Contribution Retirement Plan
Sponsored by Francis W. Parker School · EIN 362171732 · Plan #002
- Total assets
- $86.0M
- Net assets
- $86.0M
- Active participants
- 239
- With balances
- 514
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors, Llc | Investment advisory (plan) | $21,377 |
| Smith & Howard Pc | Accounting | $17,000 |