AUMdb

The Roeper School Savings And Match Plan

Sponsored by Roeper City And Country School Dba The Roeper School · EIN 381561062 · Plan #001

Total assets
$21.3M
Net assets
$21.3M
Active participants
103
With balances
187

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 fees $8,594