AUMdb

Nardin Academy Retirement Plan

Sponsored by Nardin Academy · EIN 160838979 · Plan #001

Total assets
$11.8M
Net assets
$11.8M
Active participants
149
With balances
105

Plan year beginning 07/01/2021 · 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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Tiaa Recordkeeping, Direct payment from the plan $408
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $69