The Browning School 403(b) Plan
Sponsored by The Browning School · EIN 131623918 · Plan #001
- Total assets
- $50.2M
- Net assets
- $50.2M
- Active participants
- 197
- With balances
- 327
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 | $28,419 |
| Caron & Bletzer, Pllc | Accounting | $26,900 |
| Planpilot, Llc | Consulting (pension) | $7,300 |