Assets by plan
Share of aggregate retirement assets
72%top
Sponsor portfolio
THE BRIARWOOD SCHOOL
EIN 81-4638450primary/secondary educationLatest filing 2024
Plans
2
Retirement
2
$11.9M assets
Welfare
0
Participants
353
12207 WHITTINGTON DR - HOUSTON, TX 770774912281-493-1070briarwoodschool.orgLinkedIn51-200 employeesprimary/secondary education
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $11.9M assets / 353 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#001
THE BRIARWOOD SCHOOL TDA PLAN
403b
Assets$8.6M
Participants173
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
THE BRIARWOOD SCHOOL 403B DC PLAN
403b
Assets$3.4M
Participants180
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE BRIARWOOD SCHOOL TDA PLAN | 403b | $8.6M | 173 | 2024 | |
| 003 | THE BRIARWOOD SCHOOL 403B DC PLAN | 403b | $3.4M | 180 | 2024 |
Retirement plans