Shore Country Day School 403(b) Dc Plan
Sponsored by Shore Country Day School · EIN 042104926 · Plan #001
- Total assets
- $30.4M
- Net assets
- $30.4M
- Active participants
- 95
- With balances
- 222
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).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tonneson & Company Pc | Accounting | $16,273 |
| Tiaa | Recordkeeping fees | $12,025 |
| Planpilot Llc | Investment advisory (plan) | $8,917 |