AUMdb

Avon Old Farms School Defined Contribution Retirement Plan

Sponsored by Avon Old Farms School , Inc. · EIN 060655480 · Plan #001

Total assets
$56.2M
Net assets
$56.2M
Active participants
194
With balances
324

Plan year beginning 07/01/2024 · 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
Cohnreznick, Llp Accounting $16,380
Lpl Financial Insurance brokerage commissions $8,000
Tiaa Recordkeeping $2,620