Carolina Day School Defined Contribution Retirement Plan
Sponsored by Carolina Day School, Inc. · EIN 560125490 · Plan #001
- Total assets
- $16.2M
- Net assets
- $16.2M
- Active participants
- 187
- With balances
- 334
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Trm Advisors Lp CRD 321278 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millenium Advisory Services, Inc | Investment advisory (participants), Investment advisory (plan) | $27,569 |
| Tiaa Teachers Group & Annuity | Recordkeeping, Investment management fees (direct), Investment management fees (indirect) | $25,506 |
| Trg Advisors, Inc | Investment advisory (plan), Named fiduciary, Direct payment from the plan | $13,841 |