Bronx Charter School For Better Learning
Sponsored by Bronx Charter School For Better Learning · EIN 260061118 · Plan #003
- Total assets
- $7.8M
- Net assets
- $7.8M
- Active participants
- 146
- With balances
- 199
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Planmember Securities Corporation CRD 11869 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plan Member Securities Corp | Investment advisory (plan), Direct payment from the plan | $70,105 |
| Ascensus Llc | Other fees, Participant loan processing, Recordkeeping fees | $8,849 |