Charles E. Smith Jewish Day School Defined Contribution Plan
Sponsored by Charles E. Smith Jewish Day School · EIN 520961920 · Plan #001
- Total assets
- $95.7M
- Net assets
- $95.7M
- Active participants
- 249
- With balances
- 585
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nfp Retirement Inc. | Investment advisory (plan) | $34,858 |
| Tiaa | Recordkeeping fees | $34,070 |
| Flexpath Strategies, Llc | Investment advisory (plan) | $26,623 |
| Belfint Lyons & Shuman | Accounting | $10,500 |