Chinese American International School Retirement Savings Plan
Sponsored by Chinese American International School · EIN 942786958 · Plan #001
- Total assets
- $29.6M
- Net assets
- $29.6M
- Active participants
- 126
- With balances
- 275
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Concurrent Investment Advisors, Llc CRD 323135 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $40,498 |
| Concurrent Investment Advisors,Llc | Investment advisory (plan), Direct payment from the plan | $20,000 |
| Armanino Llp | Accounting, Direct payment from the plan | $9,686 |