Burgundy Farm Country Day School Defined Retirement Plan
Sponsored by Burgundy Farm Country Day School · EIN 540540100 · Plan #002
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 74
- With balances
- 98
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Direct payment from the plan | $14,527 |
| Global Retirement Partners | Investment management, Direct payment from the plan | $9,333 |