Spartanburg Day School Defined Contribution Retirement Plan
Sponsored by Spartanburg Day School · EIN 570371816 · Plan #001
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 96
- With balances
- 248
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).
| Firm | Match | Plan year |
|---|---|---|
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Swaimbrown Pa | Accounting | $11,000 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $6,655 |
| Cbiz Investment Advisory Services | Investment advisory (plan) | $5,508 |