AUMdb

Riverdale Country School Tax Deferred Annuity Plan

Sponsored by Riverdale Country School · EIN 131740483 · Plan #002

Total assets
$61.8M
Net assets
$61.8M
Active participants
464
With balances
619

Plan year beginning 01/01/2024 · Automatic enrollment

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 Recordkeeping, Consulting (pension), Investment advisory (plan) $56,503
Onedigital Investment Advisors Investment advisory (plan), Direct payment from the plan $29,610
Pkf O'connor Davies Llp Accounting, Direct payment from the plan $10,000