Episcopal High School Defined Contribution Retirement Plan
Sponsored by Episcopal High School · EIN 540506326 · Plan #001
- Total assets
- $71.6M
- Net assets
- $71.6M
- Active participants
- 199
- With balances
- 474
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
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 | Recordkeeping, Direct payment from the plan | $57,525 |
| Captrust | Investment advisory (plan) | $44,494 |
| Captrust | Investment advisory (plan) | $15,361 |