Buckingham Browne & Nichols School Dc Retirement Plan
Sponsored by Buckingham Browne & Nichols School · EIN 042103751 · Plan #001
- Total assets
- $142M
- Net assets
- $142M
- Active participants
- 358
- With balances
- 924
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 |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fiducient Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $31,250 |
| Rsm Us Llp | Accounting, Direct payment from the plan | $20,055 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $7,471 |