Fort Worth Country Day School Defined Contribution Retirement Plan
Sponsored by Fort Worth Country Day School · EIN 751085363 · Plan #001
- Total assets
- $45.6M
- Net assets
- $45.6M
- Active participants
- 357
- With balances
- 441
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Co | Contract administrator, Direct payment from the plan, Recordkeeping fees | $121,771 |
| Captrust | Investment advisory (plan), Other fees | $0 |
| Fort Worth Country Day School | Other services, Other fees | $0 |
| Onedigital Topco Llc | Other services, Other fees | $0 |
| Resources Investment Advisors Llc | Contract administrator, Other fees | $0 |