Brooks School Dc Retirement Plan
Sponsored by Brooks School · EIN 042130844 · Plan #001
- Total assets
- $66.7M
- Net assets
- $66.7M
- Active participants
- 171
- With balances
- 414
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| 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) | $75,290 |
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $31,250 |
| Cbiz Cpas P.C. | Accounting, Direct payment from the plan | $18,900 |