San Francisco University High School Dc Retirement Plan
Sponsored by San Francisco University High School · EIN 237313754 · Plan #001
- Total assets
- $54.5M
- Net assets
- $54.5M
- Active participants
- 128
- With balances
- 290
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 |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $44,525 |
| Multnomah Group, Inc. | Investment advisory (plan) | $27,000 |
| Hood & Strong Llp | Accounting | $10,500 |