Santa Catalina School Dc Plan Retirement Plan
Sponsored by Santa Catalina School · EIN 941156652 · Plan #001 · Monterey, CA
- Total assets
- $43.7M
- Net assets
- $43.6M
- Active participants
- 138
- With balances
- 316
Plan year beginning 09/01/2024
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 |
|---|---|---|
| Tiaa | $575 |