Allen Stevenson School Defined Contribution Retirement Plan
Sponsored by Allen Stevenson School · EIN 131623878 · Plan #001
- Total assets
- $79.5M
- Net assets
- $79.5M
- Active participants
- 123
- With balances
- 306
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $17,782 |
| Plan Pilot, Llc | Investment advisory (plan) | $17,067 |
| Pkf O'connor Davies Llp | Accounting | $14,500 |