The Blake School Defined Contribution Plan
Sponsored by The Blake School · EIN 237243247 · Plan #003
- Total assets
- $127M
- Net assets
- $127M
- Active participants
- 328
- With balances
- 829
Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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, Consulting (pension), Investment advisory (plan) | $69,825 |
| Planpilot, Llc | Investment management, Direct payment from the plan | $51,319 |
| Olsen Thielen & Co., Ltd. | Accounting, Direct payment from the plan | $11,800 |