AUMdb

Henry Viscardi School Defined Contribution Plan

Sponsored by Henry Viscardi School · EIN 112024514 · Plan #002

Total assets
$54.3M
Net assets
$54.3M
Active participants
167
With balances
248

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).

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Pension Advisors Investment management $19,378