Friends Select School Retirement Plan
Sponsored by Friends Select School · EIN 230604370 · Plan #001
- Total assets
- $42.6M
- Net assets
- $42.6M
- Active participants
- 137
- With balances
- 239
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Ins & Annuity Assoc | Contract administrator | $94,850 |
| Onedigital Investment Advisors | Investment advisory (plan) | $23,500 |
| Tait Weller & Baker | Accounting | $10,250 |