Brewster Academy Retirement Plan
Sponsored by Brewster Academy · EIN 020223317 · Plan #003
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 154
- With balances
- 388
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $34,582 |
| Capfinancial Partners, Llc | Investment management, Direct payment from the plan | $8,963 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | $240 |