The Brearley School Retirement Plan
Sponsored by The Brearley School · EIN 131623915 · Plan #001
- Total assets
- $139M
- Net assets
- $139M
- Active participants
- 364
- With balances
- 786
Plan year beginning 01/01/2024 · Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $49,802 |
| Cap Financial Partners, Llc | Investment management, Direct payment from the plan | $32,585 |