Allen Chase Foundation Dba Eaglebrook School Defined Contribution Retirement Plan
Sponsored by Allen Chase Foundation Dba Eaglebrook School · EIN 042108341 · Plan #001
- Total assets
- $48.5M
- Net assets
- $48.5M
- Active participants
- 171
- With balances
- 388
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cliftonlarsonallen Llp | Accounting | $14,175 |
| Keastra Advisory Services Llc | Investment advisory (plan) | $8,000 |
| Tiaa Cref | Recordkeeping fees, Account maintenance fees | $525 |