Atlanta International School Defined Contribution Plan
Sponsored by Atlanta International School · EIN 581581116 · Plan #001
- Total assets
- $43.3M
- Net assets
- $43.3M
- Active participants
- 277
- With balances
- 466
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $25,032 |
| Capfinancial Partners, Llc | Investment advisory (plan), Investment advisory (participants) | $17,200 |