AUMdb

Mounds Park Academy Retirement Plan

Sponsored by Mounds Park Academy · EIN 411420915 · Plan #002

Total assets
$18.8M
Net assets
$18.8M
Active participants
120
With balances
232

Plan year beginning 07/01/2024 · 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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Tiaa Cref Recordkeeping fees $15,745