Davidson Day School Retirement Plan
Sponsored by Davidson Day School · EIN 111976223 · Plan #001
- Total assets
- $6.6M
- Net assets
- $6.6M
- Active participants
- 148
- With balances
- 114
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cornerstone Wealth Group, Llc CRD 289971 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,389 |
| Cornerstone Wealth Group, Llc | Investment advisory (plan) | $16,021 |
| Ascensus Holding Inc Dba Futureplan | Contract administrator | $1,125 |