Miami Valley School Dc Retirement Plan
Sponsored by The Miami Valley School · EIN 310591154 · Plan #001
- Total assets
- $20.2M
- Net assets
- $20.2M
- Active participants
- 111
- With balances
- 252
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $9,560 |
| Pentegra Services, Inc | Contract administrator | $5,700 |