The Buckley School Defined Contribution Plan
Sponsored by The Buckley School · EIN 951750023 · Plan #001
- Total assets
- $75.2M
- Net assets
- $75.2M
- Active participants
- 202
- With balances
- 518
Plan year beginning 01/01/2024
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 | Direct payment from the plan | $42,516 |
| Clifton Lartson Aleen Llp | Accounting | $19,490 |
| Actuarial Benefits Corp. | Plan administrator | $8,719 |
| Planpilot, Llc | Consulting (pension) | $8,625 |