Providence Day School Defined Contribution Plan
Sponsored by Providence Day School, Inc · EIN 560952382 · Plan #001
- Total assets
- $76.3M
- Net assets
- $76.3M
- Active participants
- 404
- With balances
- 570
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mma Securities | Investment advisory (plan) | $56,250 |
| Tiaa | Recordkeeping, Recordkeeping fees, Account maintenance fees | $39,840 |
| Mcguire Woods | Legal | $9,288 |