Laurel School Defined Contribution Retirement Plan
Sponsored by Laurel School · EIN 340714451 · Plan #002
- Total assets
- $37.4M
- Net assets
- $37.4M
- Active participants
- 154
- With balances
- 332
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Walden Wealth Partners Llc | Investment advisory (participants) | $22,000 |
| Sikich Cpa Llc | Accounting | $12,250 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $275 |