AUMdb

Bank Street College Of Education Defined Contribution Plan

Sponsored by Bank Street College Of Education · EIN 135562167 · Plan #001

Total assets
$168M
Net assets
$168M
Active participants
572
With balances
1,288

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Planpilot, Llc CRD 160319 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Bdo Usa, P.C. Accounting, Direct payment from the plan $111,796
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $83,732
Planpilot, Llc Investment advisory (plan), Direct payment from the plan $26,703
Boutwell Fay Llp Legal, Direct payment from the plan $9,446