Beaver Country Day Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by Beaver Country Day School, Inc. · EIN 042103869 · Plan #001
- Total assets
- $51.5M
- Net assets
- $51.5M
- Active participants
- 140
- With balances
- 356
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 |
|---|---|---|
| Planpilot, Llc CRD 160319 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annui | Custodial (securities) | $24,864 |
| Aafcpas, Inc. | Accounting | $21,257 |
| Planpilot, Llc | Investment advisory (plan) | $5,100 |