Kingsley Montessori School Defined Contribution Retirement Plan
Sponsored by Kingsley Montessori School · EIN 042104370 · Plan #001
- Total assets
- $8.6M
- Net assets
- $8.6M
- Active participants
- 64
- With balances
- 182
Plan year beginning 01/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $15,152 |