Menlo School Defined Contribution Retirement Plan
Sponsored by Menlo School · EIN 943204137 · Plan #002
- Total assets
- $111M
- Net assets
- $111M
- Active participants
- 248
- With balances
- 526
Plan year beginning 01/01/2024 · Total participant-directed account
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 |
|---|---|---|
| Tiaa Teachers Ins & Annuity Assoc | Recordkeeping | $170,206 |
| Morgan Stanley Domestic Holdings | Investment management | $75,823 |