AUMdb

Cushing Academy Defined Contribution Retirement Plan

Sponsored by Cushing Academy · EIN 042104048 · Plan #001

Total assets
$53.7M
Net assets
$53.7M
Active participants
172
With balances
404

Plan year beginning 01/01/2024 · 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
Cambridge Investment Research Securities brokerage, Other fees $33,870
Tiaa Recordkeeping, Custodial (other), Custodial (securities) $30,542