The Whitney Academy, Inc. Tda Plan
Sponsored by The Whitney Academy, Inc. · EIN 042939430 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 166
- With balances
- 231
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 |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $839 |