Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE BROWNSTONE SCHOOL
EIN 13-2748002Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Welfare
0
Participants
70
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 70 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
THE BROWNSTONE SCHOOL DEFINED CONTRIBUTION PLAN
403b
Assets$1.1M
Participants45
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
THE BROWNSTONE SCHOOL TDA PLAN
403b
Assets$776K
Participants25
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | THE BROWNSTONE SCHOOL DEFINED CONTRIBUTION PLAN | 403b | $1.1M | 45 | 2025 | |
| 001 | THE BROWNSTONE SCHOOL TDA PLAN | 403b | $776K | 25 | 2025 |
Retirement plans