San Francisco Day School Defined Contribution Retirement Plan
Sponsored by San Francisco Day School · EIN 942570257 · Plan #001
- Total assets
- $35.5M
- Net assets
- $35.5M
- Active participants
- 138
- With balances
- 296
Plan year beginning 01/01/2024 · 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, Account maintenance fees | $11,349 |
| Capfinancial Partners, Llc | Investment management fees (direct) | $7,942 |
| Axa Equitable Life Insurance Compan | Participant loan processing, Product termination fees, Investment management | $90 |