Brentwood Academy Retirement Plan
Sponsored by Brentwood Academy · EIN 620811952 · Plan #002
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 198
- With balances
- 198
Plan year beginning 07/01/2024 · Money purchase, Total participant-directed account
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 | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $54,777 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $279 |
| Tiaa | Contract administrator, Account maintenance fees | $0 |