Edmund Burke School Optional Retirement Plan
Sponsored by Edmund Burke School · EIN 520883668 · Plan #002
- Total assets
- $18.4M
- Net assets
- $18.4M
- Active participants
- 77
- With balances
- 169
Plan year beginning 07/01/2021 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment management fees (indirect) | $25 |