Tennessee Association Of Independent Schools Multiple Employer Plan
Sponsored by Tennessee Association Of Independent Schools · EIN 311772278 · Plan #333
- Total assets
- $98.4M
- Net assets
- $98.4M
- Active participants
- 894
- With balances
- 1,275
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).
| Firm | Match | Plan year |
|---|---|---|
| Duncan Williams Asset Management, Llc CRD 174809 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance & Annuity | Contract administrator | $57,456 |
| Duncan Williams Asset Management | Investment advisory (participants) | $51,914 |
| Tn Assoc Of Independent Schools | Plan administrator | $36,781 |
| Pentegra Services, Inc. | Plan administrator | $23,967 |
| Pentegra Services, Inc. | Plan administrator | $9,018 |