Collegiate School Defined Contribution Retirement Plan
Sponsored by Collegiate School · EIN 131634966 · Plan #001
- Total assets
- $136M
- Net assets
- $136M
- Active participants
- 207
- With balances
- 633
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| Tiaa | Participant loan processing, Direct payment from the plan, Investment management fees (indirect) | $55,649 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $35,615 |