Curtis School Defined Contribution & Tax Deferred Annuity Plan
Sponsored by Curtis School Foundation · EIN 510188298 · Plan #001
- Total assets
- $33.6M
- Net assets
- $33.6M
- Active participants
- 110
- With balances
- 189
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, 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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (participants), Investment advisory (plan) | $25,200 |