Morristown Beard School Defined Contribution Retirement Plan
Sponsored by Morristown Beard School · EIN 221487252 · Plan #001
- Total assets
- $51.7M
- Net assets
- $51.7M
- Active participants
- 216
- With balances
- 438
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $22,584 |
| Pkf O'connor Davies Llp | Accounting | $13,780 |
| Plan Pilot, Llc | Investment advisory (plan) | $11,025 |