AUMdb

John Cooper School Defined Contribution Retirement Plan

Sponsored by The John Cooper School · EIN 760150423 · Plan #001

Total assets
$47.4M
Net assets
$47.4M
Active participants
328
With balances
548

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping fees $67,350
New Pinnacle Consulting Group, Llc Consulting (pension) $6,028
Valic Recordkeeping fees, Investment advisory (participants), Participant loan processing $90