St. Marks School Of Texas Matching Plan
Sponsored by St. Marks School Of Texas · EIN 750827460 · Plan #001
- Total assets
- $85.9M
- Net assets
- $85.9M
- Active participants
- 216
- With balances
- 431
Plan year beginning 01/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Milliman Advisors, Llc CRD 112245 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman Advisors, Llc | Investment advisory (plan), Other services | $7,770 |
| Tiaa | Recordkeeping, Investment management, Other services | $1,050 |