AUMdb

Rashi School Retirement Plan

Sponsored by The Rashi School, Inc. · EIN 222581549 · Plan #001

Total assets
$6.6M
Net assets
$6.6M
Active participants
97
With balances
128

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $13,020
Rpw Solutions, Llc. Contract administrator $8,225
Global Retirement Partners, Llc Investment advisory (plan) $4,112