The Park School Annuity Plan
Sponsored by The Park School Of Baltimore, Inc. · EIN 520591625 · Plan #001
- Total assets
- $62.0M
- Net assets
- $62.0M
- Active participants
- 215
- With balances
- 291
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $68,552 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $24,369 |
| National Benefits Services | Investment management, Other fees | $0 |