Columbus School For Girls Retirement Plan
Sponsored by Columbus School For Girls · EIN 314379452 · Plan #001
- Total assets
- $37.2M
- Net assets
- $37.2M
- Active participants
- 112
- With balances
- 315
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities Llc | Investment advisory (plan) | $40,000 |
| Tiaa | Distribution (12b-1) fees, Recordkeeping fees | $38,158 |
| Gbq Partners Inc. | Accounting | $15,500 |