AUMdb

Norfolk Academy Pre Tax Savings And Retirement Plan

Sponsored by Norfolk Academy · EIN 540551901 · Plan #002

Total assets
$61.1M
Net assets
$61.1M
Active participants
258
With balances
363

Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed

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
Empower Annuity Ins Co Of America Recordkeeping fees $54,802
Admin Partners, Llc Contract administrator $2,057