The Cambridge School Of Weston Tda And Dc Retirement Plan
Sponsored by The Cambridge School Of Weston, Inc. · EIN 042103964 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 99
- With balances
- 306
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cip Capital Management, Llc CRD 321225 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pozerski, Hatch & Company, Pc | Accounting | $7,800 |
| Cip Capital Management | Investment advisory (plan) | $2,976 |
| Tiaa | Recordkeeping fees | $2,545 |