The Mccallie School Retirement Plan
Sponsored by The Mccallie School · EIN 620475837 · Plan #001
- Total assets
- $13.3M
- Net assets
- $12.3M
- Active participants
- 41
- With balances
- 0
Plan year beginning 07/01/2024
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 |
|---|---|---|
| Pinnacle Financial Partners, Inc. | Recordkeeping, Custodial (securities), Trustee (institutional) | $143,049 |
| Usi Consulting Group | Actuarial, Recordkeeping, Consulting (pension) | $31,520 |
| Smith + Howard | Accounting, Direct payment from the plan | $12,000 |