Section 403(b) Retirement Plan For Brooklyn Heights Montessori School
Sponsored by Brooklyn Heights Montessori School · EIN 116044329 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 66
- With balances
- 124
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 | Recordkeeping fees | $27,712 |
| Planpilot Llc | Consulting (general), Investment advisory (plan), Investment management | $7,292 |