Roessler Chadwick Foundation Dba Chadwick School Retirement Plan
Sponsored by Roessler Chadwick Foundation · EIN 950615438 · Plan #001
- Total assets
- $63.5M
- Net assets
- $63.5M
- Active participants
- 316
- With balances
- 438
Plan year beginning 01/01/2024 · Default investment account (QDIA), Total participant-directed account, ERISA 404(c) participant-directed
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 | Recordkeeping fees | $33,924 |