University School Of Nashville Retirement Plan
Sponsored by University School Of Nashville · EIN 237424429 · Plan #001
- Total assets
- $44.5M
- Net assets
- $44.5M
- Active participants
- 215
- With balances
- 389
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).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping | $51,116 |
| Onedigital Investment Advisors | Investment advisory (participants), Direct payment from the plan | $30,067 |
| Access Retirement Services, Llc | Other services, Direct payment from the plan, Other commissions | $15,033 |