Community School Of Naples Dc Retirement Plan
Sponsored by Community School Of Naples · EIN 591920297 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 276
- With balances
- 265
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 |
|---|---|---|
| Everhart Financial Group Inc CRD 107091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $47,845 |
| Everhart Advisors | Investment advisory (plan), Consulting fees | $36,494 |