Park Day School Defined Contribution Retirement Plan
Sponsored by Park Day School · EIN 942368070 · Plan #001
- Total assets
- $8.7M
- Net assets
- $8.7M
- Active participants
- 74
- With balances
- 133
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $22,559 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $11,797 |