AUMdb

Catlin Gabel School Retirement Plan

Sponsored by Catlin Gabel School · EIN 930386804 · Plan #002

Total assets
$52.5M
Net assets
$52.5M
Active participants
222
With balances
452

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $50,556