Bentley School Defined Contribution And Tax Deferred Annuity Plan
Sponsored by Bentley School, Inc. · EIN 941700304 · Plan #001
- Total assets
- $39.1M
- Net assets
- $39.1M
- Active participants
- 135
- With balances
- 430
Plan year beginning 07/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $375 |