AUMdb

The Briarwood School Tda Plan

Sponsored by The Briarwood School · EIN 814638450 · Plan #001 · Houston, TX

Total assets
$8.6M
Net assets
$8.6M
Active participants
101
With balances
148

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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Tiaa Recordkeeping fees, Account maintenance fees $275