AUMdb

The Episcopal Academy 401(a) Defined Contribution Retirement Plan

Sponsored by The Episcopal Academy · EIN 231370500 · Plan #003

Total assets
$42.7M
Net assets
$42.7M
Active participants
357
With balances
596

Plan year beginning 01/01/2024 · Profit-sharing, 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 Teachers Insurance And Annuity Insurance services $16,143