AUMdb

Landon School Retirement Plan

Sponsored by Landon School Corporation · EIN 520635092 · Plan #001

Total assets
$49.5M
Net assets
$49.5M
Active participants
366
With balances
329

Plan year beginning 01/01/2024 · Profit-sharing

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $128,515
Prime Benefits, Inc. Contract administrator, Direct payment from the plan, Other fees $2,750
Empower Annuity Insurance Co. Recordkeeping fees $619
Resources Investment Advisors Investment advisory (plan), Other fees $0
Cohn Reznick Other services, Other fees $0