Georgetown Hill Early School 401(k) Plan
Sponsored by Georgetown Hill Early School · EIN 521232664 · Plan #001
- Total assets
- $6.8M
- Net assets
- $6.8M
- Active participants
- 342
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Raffa Wealth Management Llc CRD 136971 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raffa Wealthmanagement | Investment advisory (plan) | $7,141 |
| Fidelity Investmentsinstitutional O | Participant loan processing, Recordkeeping fees, Account maintenance fees | $1,394 |
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Direct payment from the plan | $1,035 |