The Branson School Dc Retirement Plan
Sponsored by The Branson School · EIN 940338330 · Plan #001 · Ross, CA
- Total assets
- $40.7M
- Net assets
- $40.7M
- Active participants
- 102
- With balances
- 260
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Multnomah Group, Inc. CRD 132131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Multnomah Group | Investment advisory (plan) | $31,874 |
| Tiaa | Recordkeeping fees, Account maintenance fees | $29,075 |