Garrison Forest School Tax Sheltered Annuity Savings Plan
Sponsored by Garrison Forest School, Inc. · EIN 520591516 · Plan #002
- Total assets
- $37.0M
- Net assets
- $37.0M
- Active participants
- 179
- With balances
- 398
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Age/service weighted or new comparability
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan) | $37,001 |
| Tiaa | Contract administrator | $36,699 |
| Rsm Us Llp | Accounting | $28,250 |