AUMdb

Sage Ridge School Defined Contribution Retirement Plan

Sponsored by Sage Ridge School · EIN 860852480 · Plan #001

Total assets
$6.2M
Net assets
$6.2M
Active participants
48
With balances
164

Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, 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
Tiaa Recordkeeping fees $25