Phillips Exeter Academy Retirement Plan
Sponsored by Phillips Exeter Academy · EIN 020222174 · Plan #001
- Total assets
- $242M
- Net assets
- $242M
- Active participants
- 980
- With balances
- 1,344
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Custodial (securities) | $80,314 |