The Buckley School In The City Of New York 403(b) Defined Contribution Plan
Sponsored by The Buckley School In The City Of New York · EIN 131837409 · Plan #002
- Total assets
- $55.4M
- Net assets
- $55.4M
- Active participants
- 104
- With balances
- 273
Plan year beginning 07/01/2024 · 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 | $19,208 |
| Planpilot | Trustee (discretionary) | $8,000 |