Emma Willard School Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by Emma Willard School · EIN 141338390 · Plan #001 · Troy, NY
- Total assets
- $53.8M
- Net assets
- $53.8M
- Active participants
- 146
- With balances
- 478
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | $34,318 | |
| Uhy Llp | $12,198 | |
| Planpilot, Llc | $6,600 |