Kent Place School Defined Contribution Retirement Plan
Sponsored by Kent Place School · EIN 221487233 · Plan #001
- Total assets
- $69.4M
- Net assets
- $69.4M
- Active participants
- 229
- With balances
- 409
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors, Llc | Investment advisory (plan) | $6,830 |
| Tiaa | Contract administrator, Participant loan processing, Direct payment from the plan | $375 |