John Burroughs School Defined Contribution Retirement Plan
Sponsored by John Burroughs School · EIN 430652619 · Plan #002
- Total assets
- $79.6M
- Net assets
- $79.6M
- Active participants
- 174
- With balances
- 349
Plan year beginning 07/01/2024 · Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capfinancial Partners, Llc | Investment advisory (plan) | $15,641 |
| Armanino, Llp | Accounting | $15,225 |
| Tiaa Teachers Ins & Annuity Assoc | Trustee (institutional) | $2,275 |