Saint David's School Retirement Plan
Sponsored by Saint David's School · EIN 131655283 · Plan #001
- Total assets
- $73.0M
- Net assets
- $73.0M
- Active participants
- 157
- With balances
- 366
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 |
|---|---|---|
| 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, Account maintenance fees | $18,831 |
| Forvis | Accounting | $14,595 |
| Planpilot, Llc | Investment advisory (plan) | $9,825 |