Walnut Hill School Defined Contribution Retirement Plan
Sponsored by Walnut Hill School · EIN 042103636 · Plan #002
- Total assets
- $19.2M
- Net assets
- $19.2M
- Active participants
- 92
- With balances
- 225
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $13,163 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $853 |