The Harbor Day School Defined Contribution Retirement Plan
Sponsored by Harbor Day School · EIN 952285957 · Plan #001
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 84
- With balances
- 161
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Armanino Llp | Accounting | $18,480 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $12,869 |
| Flexpath Strategies, Llc | Investment advisory (participants) | $5,331 |