St. Mark's School Retirement Savings Plan
Sponsored by St. Mark's School Of Southborough, Inc. · EIN 042103623 · Plan #003
- Total assets
- $55.1M
- Net assets
- $55.1M
- Active participants
- 266
- With balances
- 407
Plan year beginning 07/01/2024 · Default investment account (QDIA)
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 |
|---|---|---|
| Usi Consulting Group | Claims processing, Recordkeeping, Consulting (pension) | $3,579 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees | $48 |