The Altamont School Defined Contribution Retirement Plan
Sponsored by The Altamont School · EIN 630302110 · Plan #001
- Total assets
- $16.8M
- Net assets
- $16.8M
- Active participants
- 79
- With balances
- 135
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan), Contract administrator | $19,967 |
| Tiaa Teachers Insur & Annuity Assoc | Recordkeeping fees | $6,471 |