Belmont Hill School Defined Contribution Retirement Plan
Sponsored by Belmont Hill School · EIN 042103870 · Plan #001
- Total assets
- $66.9M
- Net assets
- $66.9M
- Active participants
- 144
- With balances
- 267
Plan year beginning 01/01/2024 · 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 | Custodial (securities) | $33,020 |
| Cbiz Cpas P.C. | Accounting, Other services | $22,228 |