Grace Church School Retirement And Savings Plan
Sponsored by Grace Church School · EIN 113752853 · Plan #001
- Total assets
- $75.3M
- Net assets
- $75.3M
- Active participants
- 225
- With balances
- 384
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $46,791 |
| Planpilot, Llc | Investment advisory (plan) | $9,825 |
| Cbiz, Inc. | Accounting | $9,000 |