The Ranney School Dc Retirement Plan
Sponsored by Ranney School · EIN 221853774 · Plan #002
- Total assets
- $33.6M
- Net assets
- $33.6M
- Active participants
- 148
- With balances
- 340
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $30,063 |
| Morgan Stanley | Investment advisory (plan) | $30,000 |