AUMdb

Savannah Country Day School, Inc. Retirement Plan Tax Deferred

Sponsored by Savannah Country Day School, Inc. · EIN 580655290 · Plan #002 · Savannah, GA

Total assets
$54.6M
Net assets
$54.6M
Active participants
202
With balances
476

Plan year beginning 01/01/2024 · 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
Cannon Financial Strategists Consulting (general) $55,600
Tiaa Cref Claims processing, Direct payment from the plan, Distribution (12b-1) fees $31,745