AUMdb

The Fay School Defined Contribution Retirement Plan

Sponsored by The Fay School · EIN 042103573 · Plan #001

Total assets
$40.2M
Net assets
$40.2M
Active participants
148
With balances
417

Plan year beginning 01/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Usi Consulting Group Claims processing, Recordkeeping, Consulting (pension) $3,878
Tiaa Accounting, Claims processing, Contract administrator $1,505