The Ellis School Defined Contribution Retirement Plan
Sponsored by The Ellis School · EIN 250965329 · Plan #001
- Total assets
- $28.2M
- Net assets
- $28.2M
- Active participants
- 114
- With balances
- 259
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 |
|---|---|---|
| Henderson Bros. Ret Plan Serv. | Insurance agents and brokers | $32,913 |
| Tiaa | Recordkeeping fees | $625 |