Castilleja School Foundation Dc Plan
Sponsored by Castilleja School Foundation · EIN 940373222 · Plan #001
- Total assets
- $66.7M
- Net assets
- $66.7M
- Active participants
- 135
- With balances
- 328
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 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 |
|---|---|---|
| Tiaa | Recordkeeping fees | $27,584 |
| Eide Bailly Llp | Accounting | $13,020 |
| Plan Pilot Llc | Consulting (general) | $7,800 |