AUMdb

Northfield Mount Hermon Retirement Savings And Investment Plan

Sponsored by Northfield Mount Hermon School · EIN 042109865 · Plan #002

Total assets
$93.4M
Net assets
$93.4M
Active participants
296
With balances
970

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Fiducient Advisors Consulting (general), Investment advisory (plan) $31,250
Strategic Advisors, Inc. Investment advisory (plan) $6,496