The Ross School Tax Deferred Annuity Plan
Sponsored by The Ross School · EIN 010880911 · Plan #002 · East Hampton, NY
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 92
- With balances
- 146
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).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Onedigital Investment Advisors | Investment advisory (plan) | $5,486 |
| Tiaa Teachers Insurance And Annui | Plan administrator, Recordkeeping, Custodial (other) | $387 |