Polytechnic School Defined Contribution Retirement Plan
Sponsored by Polytechnic School · EIN 951641456 · Plan #001
- Total assets
- $99.9M
- Net assets
- $99.9M
- Active participants
- 237
- With balances
- 503
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $41,560 |
| Rbc Wealth Management | Direct payment from the plan, Securities brokerage commissions | $35,762 |