Portledge School Retirement Plan Ra
Sponsored by Portledge School · EIN 116044973 · Plan #001
- Total assets
- $38.1M
- Net assets
- $38.1M
- Active participants
- 129
- With balances
- 301
Plan year beginning 01/01/2024 · Total participant-directed account
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 |
|---|---|---|
| Tiaa | Recordkeeping | $8,466 |
| Capfinancial Partners, Llc | Investment advisory (participants) | $6,459 |