St. Thomas School Dc Retirement Plan
Sponsored by St. Thomas School · EIN 910840110 · Plan #002 · Medina, WA
- Total assets
- $19.7M
- Net assets
- $19.7M
- Active participants
- 103
- With balances
- 188
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).
| Firm | Match | Plan year |
|---|---|---|
| Pinnacle Pension Consultants Llc CRD 133442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping | $41,323 |
| Aafcpas | Accounting | $18,643 |
| Pinnacle Pension Consultants | Investment advisory (participants), Investment advisory (plan) | $15,000 |