AUMdb

Isidore Newman School Retirement Plan

Sponsored by Isidore Newman School · EIN 720408935 · Plan #003

Total assets
$11.2M
Net assets
$11.2M
Active participants
76
With balances
118

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).

No Schedule C on file for this plan year.