The Baldwin School Defined Contribution Plan
Sponsored by The Baldwin School · EIN 231352619 · Plan #001
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 215
- With balances
- 443
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Contract administrator | $53,613 |
| Onedigital Investment Advisors | Investment advisory (plan) | $34,816 |
| Tait Weller & Baker | Accounting | $10,250 |