AUMdb

Darlington School Dc Plan

Sponsored by Darlington School · EIN 580566169 · Plan #001

Total assets
$43.3M
Net assets
$43.3M
Active participants
201
With balances
413

Plan year beginning 01/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Cannon Financial Strategists, Inc. CRD 133509 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cannon Financial Strategists, Inc. Investment advisory (plan) $40,989
Tiaa Recordkeeping, Custodial (other) $25,329