St. Paul's School Defined Contribution Retirement Plan
Sponsored by St. Paul's School · EIN 020222227 · Plan #002
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 318
- With balances
- 1,029
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 |
|---|---|---|
| American Trust Company | Trustee (discretionary), Recordkeeping fees | $146,758 |