Groton School 403(b) Defined Contribution Retirement Plan
Sponsored by Groton School · EIN 042104265 · Plan #001
- Total assets
- $87.1M
- Net assets
- $87.1M
- Active participants
- 240
- With balances
- 444
Plan year beginning 01/01/2024 · Total participant-directed account, Automatic enrollment, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | 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) | $59,754 |
| Fiducient Advisors, Llc | Investment management, Direct payment from the plan | $30,705 |
| Caron & Bletzer, Pllc | Accounting, Direct payment from the plan | $14,000 |