Carolina Friends School Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by Carolina Friends School · EIN 560812560 · Plan #001
- Total assets
- $23.8M
- Net assets
- $23.8M
- Active participants
- 137
- With balances
- 252
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Mma Securities Llc | Securities brokerage | $15,000 |
| Tiaa | Recordkeeping fees | $10,501 |