Poly Prep Country Day School Defined Contribution Plan
Sponsored by Poly Prep Country Day School · EIN 111630821 · Plan #001
- Total assets
- $103M
- Net assets
- $103M
- Active participants
- 263
- With balances
- 660
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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 | Contract administrator, Direct payment from the plan, Investment management fees (indirect) | $77,928 |
| Wells Fargo Advisors | Consulting (pension), Named fiduciary, Direct payment from the plan | $37,500 |
| Armanino, Llp | Accounting | $19,000 |