Crystal Springs Uplands School Defined Contribution Retirement Plan
Sponsored by Crystal Springs Uplands School · EIN 941247265 · Plan #001
- Total assets
- $49.0M
- Net assets
- $49.0M
- Active participants
- 163
- With balances
- 283
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 |
|---|---|---|
| Three Bell Capital Llc CRD 159736 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $41,815 |
| Three Bell Capital, Llc | Investment advisory (participants) | $14,365 |