Avery Coonley School Defined Contribution Retirement Plan
Sponsored by Avery Coonley School · EIN 362171680 · Plan #001
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 76
- With balances
- 149
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $21,046 |
| Morgan Stanley | Investment advisory (plan) | $19,813 |
| Morganstanley Global Banking Ops | Investment advisory (plan) | $11,275 |