AUMdb

Far Hills Country Day School Defined Contribution Retirement Plan

Sponsored by Far Hills Country Day School · EIN 221489901 · Plan #001

Total assets
$28.1M
Net assets
$28.1M
Active participants
70
With balances
226

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
Pkf O'connor Davies Llp Accounting $24,500
Capfinancial Partners, Llc Investment advisory (plan) $12,841
Pentegra Services, Inc. Plan administrator $8,205