AUMdb

Grier School Tda Retirement Plan And Dc Retirement Plan

Sponsored by Grier School · EIN 231517016 · Plan #002

Total assets
$9.9M
Net assets
$9.9M
Active participants
197
With balances
159

Plan year beginning 07/01/2024 · Total participant-directed account, 401(m) arrangement

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).

No Schedule C on file for this plan year.