The Seven Hills School Retirement Plan
Sponsored by The Seven Hills School · EIN 310536666 · Plan #001
- Total assets
- $64.9M
- Net assets
- $64.9M
- Active participants
- 218
- With balances
- 445
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $29,324 |
| Mellott & Mellott, Pll | Accounting | $12,850 |
| New Pinnacle Consulting Group, Llc | Consulting (general) | $4,432 |
| Planpilot, Llc | Consulting (general) | $4,200 |