Dwight Englewood School 403(b) Retirement Savings Plan
Sponsored by Dwight Englewood School · EIN 221487165 · Plan #001
- Total assets
- $90.2M
- Net assets
- $90.2M
- Active participants
- 241
- With balances
- 612
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 fees, Account maintenance fees | $23,497 |
| Pkf O'connor Davies Llp | Accounting | $14,500 |
| New Pinnacle Consulting Group, Llc | Consulting (pension) | $8,975 |
| Planpilot, Llc | Consulting (pension) | $6,875 |