Hawken School Retirement Plan
Sponsored by Hawken School · EIN 340714427 · Plan #003
- Total assets
- $49.6M
- Net assets
- $49.6M
- Active participants
- 349
- With balances
- 565
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 |
|---|---|---|
| Fidelity Investments | Recordkeeping fees, Account maintenance fees, Participant loan processing | $49,783 |
| Valic | Recordkeeping fees | $45 |