Washington Episcopal School Tiaa Cref Retirement Plan
Sponsored by Washington Episcopal School · EIN 541453297 · Plan #001
- Total assets
- $27.8M
- Net assets
- $27.8M
- Active participants
- 89
- With balances
- 210
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hozik& Company, P.L.C | Accounting | $11,400 |
| Captrust | Investment management | $10,000 |
| Pentegra Services, Inc | Plan administrator | $8,955 |
| Tiaa | Recordkeeping | $5,649 |
| Capfinancial Partners, Llc | Investment management | $5,499 |
| Pentegra Services, Inc | Plan administrator | $5,250 |