British School Of Washington 401(k) Profit Sharing Plan & Tru
Sponsored by British School Of America · EIN 522106775 · Plan #002
- Total assets
- $31.1M
- Net assets
- $31.1M
- Active participants
- 925
- With balances
- 799
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees | $44,169 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $8,732 |
| Adp Broker Dealer | Other services, Other fees | $0 |
Filing history
| Plan year | Assets | Participants | Source |
|---|---|---|---|
| 01/01/2024 | $31.1M | 925 | ack 20251015064118NAL0003930273001 |
| 01/01/2021 | $25.0M | 595 | ack 20250310144209NAL0008467187001 |