Holderness School Dc Retirement Plan
Sponsored by Holderness School · EIN 020147630 · Plan #001
- Total assets
- $42.5M
- Net assets
- $42.5M
- Active participants
- 152
- With balances
- 328
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $14,958 |
| Nathan Wechsler | Accounting | $13,000 |
| Tiaa | Recordkeeping fees | $3,916 |