Wardlaw Hartridge School Dc Retirement Plan
Sponsored by The Wardlaw Hartridge School · EIN 222109610 · Plan #001
- Total assets
- $28.1M
- Net assets
- $28.1M
- Active participants
- 109
- With balances
- 252
Plan year beginning 01/01/2024 · Default investment account (QDIA), ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Pentegra Services, Inc. | Plan administrator | $14,840 |
| Capfinancial Partners, Llc | Investment advisory (plan) | $13,431 |