Trustees Of Deerfield Academy Defined Contribution Retirement Plan
Sponsored by Trustees Of Deerfield Academy · EIN 042103563 · Plan #001
- Total assets
- $156M
- Net assets
- $156M
- Active participants
- 405
- With balances
- 995
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annuit | Recordkeeping, Custodial (other) | $49,916 |
| Kestra Advisory Services, Llc | Investment advisory (participants), Investment advisory (plan) | $18,000 |
| Caron & Bletzer, Pllc | Accounting | $11,500 |