University School Retirement Savings Plan
Sponsored by University School · EIN 340714720 · Plan #002
- Total assets
- $77.8M
- Net assets
- $77.8M
- Active participants
- 232
- With balances
- 488
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Walden Wealth Partners Llc | Investment management, Direct payment from the plan | $30,450 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $800 |