Millbrook School Defined Contribution Retirement 403(b) Plan
Sponsored by Millbrook School · EIN 141413770 · Plan #001
- Total assets
- $33.7M
- Net assets
- $33.7M
- Active participants
- 148
- With balances
- 352
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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 fees | $41,019 |