The Calverton School 403(b) Retirement Plan
Sponsored by Calvert County Day School, Inc · EIN 520853724 · Plan #004 · Huntingtown, MD
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 45
- With balances
- 125
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 Cref | Recordkeeping | $6,892 |
| Global Retirement Partners | Consulting (general) | $6,670 |