Brentwood School Retirement Plan
Sponsored by Brentwood School · EIN 951426236 · Plan #001
- Total assets
- $99.8M
- Net assets
- $99.8M
- Active participants
- 367
- With balances
- 638
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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 | Distribution (12b-1) fees, Recordkeeping fees | $78,186 |
| Nfp Retirement Inc. | Investment advisory (plan) | $40,083 |
| Cliftonlarsonallen Llp | Accounting | $21,000 |