Deerfield Windsor School 403(b) Retirement Plan
Sponsored by United Parents, Inc. · EIN 586043206 · Plan #001
- Total assets
- $11.6M
- Net assets
- $11.6M
- Active participants
- 57
- With balances
- 124
Plan year beginning 08/01/2024 · Profit-sharing, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cannon Financial Strategists, Inc. CRD 133509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cannon Financial Strategists Inc | Investment advisory (plan) | $22,333 |
| Tiaa | Recordkeeping, Custodial (other) | $19,588 |
| Draffin & Tucker, Llp | Accounting | $12,300 |