AUMdb

The Hamlin School Retirement Plan

Sponsored by The Hamlin School · EIN 941393894 · Plan #001

Total assets
$37.3M
Net assets
$37.3M
Active participants
113
With balances
286

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

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 Recordkeeping fees $25,892
Hood & Strong Llp Accounting $21,500
Plan Pilot Llc Consulting (pension) $6,600