AUMdb

The Packer Collegiate Institute Defined Contribution Retirement Plan

Sponsored by The Packer Collegiate Institute · EIN 111633522 · Plan #001

Total assets
$111M
Net assets
$111M
Active participants
264
With balances
706

Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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
Tiaa Recordkeeping fees, Account maintenance fees $50,489
Pkf O'connor Davies, Llp Accounting $21,400