The Rectory School Defined Contribution Retirement Plan
Sponsored by The Rectory School · EIN 060646805 · Plan #001
- Total assets
- $24.0M
- Net assets
- $24.0M
- Active participants
- 154
- With balances
- 274
Plan year beginning 07/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $59,400 |
| Procyon Partners Llc | Investment advisory (plan), Other fees | $0 |
| The Angell Pension Group, Inc. | Contract administrator, Other services, Other fees | $0 |