AUMdb

The Pennington School Dc Retirement Plan

Sponsored by The Pennington School · EIN 210635004 · Plan #001

Total assets
$47.6M
Net assets
$47.6M
Active participants
180
With balances
411

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

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
Fiducient Advisors, Llc $41,753
Tiaa Cref $34,552