San Francisco Conservatory Of Music Dc Retirement Plan
Sponsored by San Francisco Conservatory Of Music · EIN 941156610 · Plan #001
- Total assets
- $42.5M
- Net assets
- $42.5M
- Active participants
- 588
- With balances
- 296
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $54,183 |
| Concurrent Investment Advisors, Llc | Investment management, Direct payment from the plan | $35,000 |
| Hood & Strong Llp | Accounting, Direct payment from the plan | $13,500 |