Brentwood Academy Defined Contribution Plan
Sponsored by Brentwood Academy · EIN 620811952 · Plan #004
- Total assets
- $12.9M
- Net assets
- $12.9M
- Active participants
- 198
- With balances
- 198
Plan year beginning 07/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Access Retirement Services Llc | Insurance mortality and expense, Direct payment from the plan, Recordkeeping fees | $42,082 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $1,288 |
| Pensionmark Financial Group | Consulting (general), Consulting fees | $0 |