AUMdb

Governor Dummer Academy Defined Contribution Retirement Plan

Sponsored by Governor Dummer Academy Dba The Governor's Academy · EIN 042103564 · Plan #002

Total assets
$65.6M
Net assets
$65.6M
Active participants
181
With balances
341

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Sentinel Pension Advisors, Llc CRD 109901 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sentinel Pension Advisors Investment advisory (plan), Investment management fees (direct) $36,220
Tiaa Teachers Insurance And Annuity Other fees, Direct payment from the plan $28,590