Santa Fe Preparatory School Dc Retirement Plan
Sponsored by Santa Fe Preparatory School · EIN 850165745 · Plan #001
- Total assets
- $17.6M
- Net assets
- $17.6M
- Active participants
- 135
- With balances
- 176
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors, Llc CRD 38357 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Wealth Advisors | Investment advisory (plan) | $29,366 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,142 |
| Map Retirement Usa Llc | Contract administrator | $1,500 |
| Map Retirement Inc | Other fees | $150 |