Shady Side Academy Retirement Plan
Sponsored by Shady Side Academy · EIN 250965561 · Plan #001
- Total assets
- $75.2M
- Net assets
- $75.2M
- Active participants
- 300
- With balances
- 628
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Henderson Bros. Ret. Plan Serv. | Investment management, Direct payment from the plan, Investment management fees (indirect) | $87,183 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $55,945 |
| Schneider Downs & Co., Inc. | Accounting | $17,114 |