Washington International School Defined Contribution Retirement Plan
Sponsored by Washington International School · EIN 520822077 · Plan #001
- Total assets
- $75.6M
- Net assets
- $75.6M
- Active participants
- 203
- With balances
- 517
Plan year beginning 09/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Newport Capital Group, Llc CRD 144442 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Capital Group | Investment advisory (plan) | $9,561 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $1,325 |