Town School For Boys Dc Retirement Plan
Sponsored by Town School For Boys · EIN 941170412 · Plan #001
- Total assets
- $43.0M
- Net assets
- $43.0M
- Active participants
- 134
- With balances
- 272
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Tiaa | Recordkeeping fees | $17,026 |
| Pension Assurance Llp | Accounting | $10,750 |
| Planpilot, Llc | Investment advisory (plan) | $8,025 |