Marlborough School Defined Contribution Retirement Plan
Sponsored by Marlborough School · EIN 952816435 · Plan #001
- Total assets
- $64.3M
- Net assets
- $64.3M
- Active participants
- 145
- With balances
- 329
Plan year beginning 07/01/2024 · 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 | Recordkeeping fees, Account maintenance fees, Participant loan processing | $41,181 |
| Fidelity Investments | Recordkeeping fees, Account maintenance fees, Participant loan processing | $885 |