AUMdb

The Chapin School Retirement And Savings Plan

Sponsored by The Chapin School Ltd. · EIN 131635257 · Plan #001

Total assets
$108M
Net assets
$108M
Active participants
242
With balances
667

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Onedigital Investment Advisors Llc CRD 106766 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Tiaa Contract administrator, Recordkeeping $58,566
Onedigital Invetsment Advisors Investment advisory (plan) $30,914