Alexander Dawson School 401(k) Plan
Sponsored by Alexander Dawson Foundation · EIN 226044616 · Plan #003
- Total assets
- $36.8M
- Net assets
- $36.8M
- Active participants
- 273
- With balances
- 466
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Beacon Pointe Advisors, Llc CRD 119290 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping | $42,211 |
| Beacon Pointe Advisors | Investment advisory (plan) | $36,004 |