Montclair Kimberley Academy Foundation Defined Contribution And Supplemental Ret. Annuity Plan
Sponsored by Montclair Kimberley Academy Foundation · EIN 237365263 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 246
- With balances
- 631
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan) | $120,148 |
| Tiaa | Contract administrator | $60,777 |
| Eisner Amper Llp | Accounting | $18,375 |