AUMdb

Marymount High School Defined Contribution Plan

Sponsored by Marymount High School · EIN 954273507 · Plan #001

Total assets
$9.3M
Net assets
$9.3M
Active participants
65
With balances
141

Plan year beginning 07/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

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
Capfinancial Partners, Llc Contract administrator $5,491
Tiaa Teachers Insurance And Annuity Recordkeeping $2,527