Columbia Grammar And Preparatory School 403(b) Dc Plan
Sponsored by Columbia Grammar And Preparatory School · EIN 130590970 · Plan #003
- Total assets
- $138M
- Net assets
- $138M
- Active participants
- 415
- With balances
- 584
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment management | $54,084 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $50,807 |
| Forvis, Llp | Consulting (general) | $42,346 |
| Pentegra Services, Inc | Plan administrator | $19,180 |