AUMdb

Trinity Episcopal School Corporation Tax Deferred Annuity Plan

Sponsored by Trinity Episcopal School Corporation · EIN 135563003 · Plan #002 · New York, NY

Total assets
$69.9M
Net assets
$69.9M
Active participants
252
With balances
540

Plan year beginning 01/01/2024 · 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 Recordkeeping $21,827
Eisner Amper, Llp Actuarial $13,125
Planpilot Llc Other services $8,000