Old Trail School Defined Contribution Retirement Plan
Sponsored by Old Trail School · EIN 340737805 · Plan #001
- Total assets
- $17.0M
- Net assets
- $17.0M
- Active participants
- 96
- With balances
- 191
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Henderson Bros. Ret. Plan Service | Investment advisory (participants) | $27,831 |
| Sikich Llp | Accounting | $8,600 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $200 |