AUMdb

Rocky Hill Country Day School 403(b) Retirement Plan

Sponsored by Rocky Hill Country Day School · EIN 050277258 · Plan #001

Total assets
$15.2M
Net assets
$15.2M
Active participants
82
With balances
187

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed

Linked investment advisers

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

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Black Point Wealth Mgmt J Harris Other fees $8,460
Tiaa Other fees $5,117