The Leffell School Retirement Plan
Sponsored by The Leffell School · EIN 136209307 · Plan #001
- Total assets
- $42.9M
- Net assets
- $42.9M
- Active participants
- 225
- With balances
- 396
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed
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 | $22,715 | |
| Alliant Insurance Services, Inc. | $15,885 | |
| Pkf O'connor Davies, Llc | $15,000 |