AUMdb

Dunn School Dc Retirement Plan

Sponsored by Dunn School · EIN 951909237 · Plan #001

Total assets
$17.0M
Net assets
$17.0M
Active participants
64
With balances
210

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

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 $3,953