AUMdb

Maumee Valley Country Day School Dc Retirement Plan

Sponsored by Maumee Valley Country Day School · EIN 344431301 · Plan #001

Total assets
$18.6M
Net assets
$18.6M
Active participants
125
With balances
222

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $27,051
Royal Alliance Associates Inc. Investment advisory (plan), Other fees $0
Wilshire Associates Incorporated Investment advisory (plan), Other investment fees and expenses $0