The Saint Ann's School Tax Deferred Annuity Plan
Sponsored by Saint Anns School · EIN 112606681 · Plan #001
- Total assets
- $96.6M
- Net assets
- $96.6M
- Active participants
- 325
- With balances
- 629
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Distribution (12b-1) fees | $117,776 |
| O'connor Davies, Llp | Accounting | $27,250 |
| Planpilot, Llc | Investment advisory (plan) | $10,608 |