Sidwell Friends School Defined Contribution Retirement Plan
Sponsored by Sidwell Friends School · EIN 530196519 · Plan #001
- Total assets
- $83.1M
- Net assets
- $83.1M
- Active participants
- 271
- With balances
- 731
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).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors, Llc | Investment management, Direct payment from the plan | $66,547 |
| Braren Walsh & Associates, Inc. | Accounting, Other services, Direct payment from the plan | $56,800 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $24,923 |
| Venable L.L.P | Legal, Direct payment from the plan | $21,106 |