The Hathaway Brown School Retirement Plan
Sponsored by Hathaway Brown School · EIN 340714426 · Plan #001
- Total assets
- $51.8M
- Net assets
- $51.8M
- Active participants
- 267
- With balances
- 448
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees | $20,520 |
| Maloney & Novotny Llc | Accounting | $11,000 |
| Planpilot, Llc | Investment advisory (plan) | $7,200 |