Memphis University School Dc Plan
Sponsored by Memphis University School · EIN 620545618 · Plan #001
- Total assets
- $35.1M
- Net assets
- $35.1M
- Active participants
- 159
- With balances
- 205
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Forvis, Llp | Accounting | $9,975 |
| Tiaa Teachers Insurance And Annuity | Recordkeeping, Investment management, Shareholder servicing fees | $9,292 |