Phillips Academy Retirement Plan
Sponsored by Trustees Of Phillips Academy · EIN 042103579 · Plan #001
- Total assets
- $349M
- Net assets
- $349M
- Active participants
- 763
- With balances
- 1,420
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $124,481 |
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $49,866 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $21,525 |
| Nfp Retirement Inc. | Investment advisory (plan), Direct payment from the plan | $6,875 |