Saint Andrew's School Defined Contribution Retirement Plan
Sponsored by Saint Andrew's School Of Boca Raton, Inc · EIN 590942383 · Plan #001
- Total assets
- $62.8M
- Net assets
- $62.8M
- Active participants
- 282
- With balances
- 539
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).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator, Recordkeeping, Custodial (securities) | $38,772 |
| Capfinancial Partners, Llc | Investment advisory (participants), Investment advisory (plan), Investment management | $11,057 |