Birch Wathen Lenox School Defined Contribution Retirement Plan
Sponsored by Birch Wathen Lenox School · EIN 133603578 · Plan #001
- Total assets
- $38.0M
- Net assets
- $38.0M
- Active participants
- 113
- With balances
- 367
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 |
|---|---|---|
| World Investment Advisors, Llc CRD 208512 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pensionmark Financial Group, Llc | Investment advisory (plan) | $18,431 |
| World Investment Advisors, Llc | Investment advisory (plan) | $9,536 |
| Tiaa | Recordkeeping fees | $241 |