Wilbraham And Monson Academy Defined Contribution Retirement Plan
Sponsored by Wilbraham And Monson Academy · EIN 042105838 · Plan #002
- Total assets
- $30.4M
- Net assets
- $30.4M
- Active participants
- 127
- With balances
- 332
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $25,382 |
| New Pinnacle Consulting Group, Llc | Consulting (pension) | $5,068 |
| Riversource Life Insurance Company | Recordkeeping fees | $441 |