Capitol Hill Day School Retirement Plan
Sponsored by Capitol Hill Day School · EIN 520894477 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 74
- With balances
- 0
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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annui | Investment management | $14,357 |
| Belfint, Lyons & Shuman | Accounting | $13,500 |
| Planpilot, Llc | Investment advisory (plan), Consulting (general) | $9,450 |