The Frederick Gunn School Defined Contribution Retirement Plan
Sponsored by The Frederick Gunn School, Incorporated · EIN 060646661 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 131
- With balances
- 273
Plan year beginning 01/01/2024
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 | Other fees | $32,458 |
| Kestra Advisory Services Llc | Other fees | $15,000 |
| Caron & Bletzer, Pllc | Accounting | $9,809 |