AUMdb

Breck School Retirement Plan

Sponsored by Breck School · EIN 410693894 · Plan #001 · Minneapolis, MN

Total assets
$114M
Net assets
$114M
Active participants
287
With balances
705

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Tiaa Teachers Insurance And Annuit $47,707
Planpilot, Llc $27,851
Eide Bailly Accounting $11,250