Georgetown Day School, Inc. 403(b) Retirement Plan
Sponsored by Georgetown Day School, Inc. · EIN 530204701 · Plan #001
- Total assets
- $106M
- Net assets
- $106M
- Active participants
- 357
- With balances
- 631
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millennium Advisory Services, Inc | Investment advisory (plan) | $74,827 |
| Commonweatlh Financial Network | Investment advisory (plan), Investment advisory (participants) | $10,846 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $3,050 |
| Reliastar Life Insurance Company | Sub-transfer agency fees, Recordkeeping fees, Insurance mortality and expense | $0 |