Peck School Retirement Plan
Sponsored by The Peck School · EIN 221487293 · Plan #001
- Total assets
- $40.6M
- Net assets
- $40.6M
- Active participants
- 99
- With balances
- 252
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $11,034 |
| Armanino Llp | Accounting | $9,900 |
| Tiaa | Distribution (12b-1) fees, Recordkeeping fees | $300 |