AUMdb

Miami Country Day School Retirement And Tda Plan

Sponsored by Miami Country Day School, Inc. · EIN 591278987 · Plan #001

Total assets
$58.3M
Net assets
$58.3M
Active participants
387
With balances
598

Plan year beginning 07/01/2024

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Recordkeeping fees $46,282
Armanino, Llp Accounting $37,800
Onedigital Investment Advisors Investment advisory (participants), Investment advisory (plan), Investment management $18,206