The Benjamin School Defined Contribution Plan
Sponsored by The Benjamin School · EIN 591536502 · Plan #001
- Total assets
- $47.2M
- Net assets
- $47.2M
- Active participants
- 373
- With balances
- 489
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insur & Annuity Assoc | Recordkeeping fees | $31,182 |
| Onedigital Investment Advisors, Inc | Investment advisory (plan), Contract administrator | $24,000 |
| Templeton & Company | Accounting | $5,000 |