AUMdb

Hewitt School Defined Contribution Retirement Plan

Sponsored by The Hewitt School · EIN 131658789 · Plan #001

Total assets
$52.7M
Net assets
$52.7M
Active participants
131
With balances
504

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

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 Recordkeeping fees $11,834
Planpilot, Llc Investment advisory (plan) $8,025