The Town School Defined Contribution Retirement Plan
Sponsored by The Town School · EIN 131393610 · Plan #001
- Total assets
- $52.0M
- Net assets
- $52.0M
- Active participants
- 147
- With balances
- 349
Plan year beginning 09/01/2024 · 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).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cbiz, Inc. | Investment advisory (plan) | $19,550 |
| Tiaa | Recordkeeping fees | $18,468 |
| Planpilot, Llc | Consulting (general) | $7,650 |