Tiaa Cref Retirement Plan For Employees Of Cate School
Sponsored by Cate School · EIN 951644630 · Plan #001
- Total assets
- $41.0M
- Net assets
- $41.0M
- Active participants
- 135
- With balances
- 282
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).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $26,910 |
| Cap Financial Partners, Llc | Investment management, Direct payment from the plan | $15,841 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $6,476 |