Summit Country Day School Employee's Pension Plan
Sponsored by Summit Country Day School, Inc. · EIN 310537173 · Plan #001
- Total assets
- $25.8M
- Net assets
- $25.8M
- Active participants
- 246
- With balances
- 273
Plan year beginning 07/01/2024 · Money purchase, 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 |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $7,225 |