Paideia School Retirement Plan
Sponsored by Paideia School · EIN 237089522 · Plan #001
- Total assets
- $80.6M
- Net assets
- $80.6M
- Active participants
- 224
- With balances
- 429
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Ins And Annuity Assoc | Contract administrator, Consulting (general), Direct payment from the plan | $37,844 |
| Sageview Advisory Group, Llc | Investment advisory (participants), Investment advisory (plan), Direct payment from the plan | $12,752 |