AUMdb

Harmony Hill School Tax Sheltered Annuity Plan

Sponsored by Harmony Hill School, Inc. · EIN 050369168 · Plan #001

Total assets
$3.0M
Net assets
$3.0M
Active participants
149
With balances
103

Plan year beginning 07/01/2024 · 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
Global Retirement Partners Other fees $0