Pembroke Hill School Defined Contribution Retirement Plan
Sponsored by The Pembroke Hill School · EIN 431326059 · Plan #001
- Total assets
- $60.2M
- Net assets
- $60.2M
- Active participants
- 214
- With balances
- 462
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $42,825 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $12,314 |
| Planpilot, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $6,000 |