AUMdb

San Francisco Friends School Defined Contribution Retirement Plan

Sponsored by San Francisco Friends School · EIN 943397589 · Plan #001

Total assets
$22.8M
Net assets
$22.8M
Active participants
83
With balances
181

Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
T. Rowe Price Recordkeeping fees $1,194