La Jolla Country Day School Defined Contribution Retirement Plan
Sponsored by La Jolla Country Day School · EIN 951875978 · Plan #001
- Total assets
- $91.8M
- Net assets
- $91.8M
- Active participants
- 249
- With balances
- 521
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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $57,131 |
| Nfp Retirement Inc. | Investment advisory (plan) | $33,500 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $12,150 |