Providence Country Day School Defined Contribution Retirement Plan
Sponsored by Providence Country Day School · EIN 050258934 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 146
- With balances
- 205
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Black Point Wealth Mgmt, J Harris | Other services | $8,126 |
| Teachers Insurance & Annuity Associ | Other services, Other investment fees and expenses | $6,348 |