AUMdb

The Washington Latin School Defined Contribution Plan

Sponsored by The Corporation Of The Washington Latin School · EIN 202395640 · Plan #001

Total assets
$13.5M
Net assets
$13.5M
Active participants
171
With balances
198

Plan year beginning 07/01/2024 · 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
Tiaa Contract administrator, Recordkeeping $11,329

Filing history

Plan year Assets Participants Source
07/01/2024 $13.5M 171 ack 20260417090352NAL0019204513001
07/01/2021 $7.3M 106 ack 20250410074523NAL0032872848001
07/01/2019 $1.7M 90 ack 20250410074123NAL0023914993001