Urban School Of San Francisco Defined Contribution Retirement Plan
Sponsored by Urban School Of San Francisco · EIN 941622034 · Plan #001
- Total assets
- $42.4M
- Net assets
- $42.4M
- Active participants
- 97
- With balances
- 220
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).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement, Inc. | Investment advisory (plan) | $15,000 |
| Flexpath Strategies, Llc | Investment advisory (participants) | $14,073 |
| Tiaa | Recordkeeping fees | $325 |