The Fenn School Tda And Retirement Plan
Sponsored by The Fenn School Inc. · EIN 042104064 · Plan #002
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 102
- With balances
- 226
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, Consulting (pension), Investment advisory (plan) | $60,293 |