WELL AND GOOD
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
74
Active participants
14,132
Total plan assets
$4.0B
Filings (rows)
74
Direct comp
$483K
Indirect comp
$0
SERVICES PROVIDED
Advisor / Consultant53
Other18
Accountant / Auditor3
Top plans served
All 74 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| TRUSTEES OF PHILLIPS ACADEMY PHILLIPS ACADEMY RETIREMENT PLAN | ANDOVER, MA | Other NONE | 723 | $280.8M | $8K |
| THE DALTON SCHOOLS, INC. THE DALTON SCHOOLS, INC. RETIREMENT AND SAVINGS PLAN | NEW YORK, NY | Other NONE | 351 | $205.1M | $8K |
| BOARD OF TRUSTEES OF WHITMAN COLLEGE WHITMAN COLLEGE RETIREMENT PLAN | WALLA WALLA, WA | Other NONE | 547 | $193.3M | $8K |
| ETHICAL CULTURE FIELDSTON SCHOOL ETHICAL CULTURE FIELDSTON SCHOOL DEFINED CONTRIBUT ION RETIREMENT PLAN AND ETHICAL CULTURE FIELDSTON SCHOOL TAX DEFERRED ANNUITY PLAN | NEW YORK, NY | Other NONE | 435 | $163.6M | $16K |
| THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 364 | $124.5M | $4K |
| NOBLE AND GREENOUGH SCHOOL NOBLE AND GREENOUGH SCHOOL DEFINED CONTRIBUTION RET PLAN | DEDHAM, MA | Other NONE | 202 | $114.3M | $8K |
| THE SPENCE SCHOOL THE SPENCE SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 335 | $110.5M | $7K |
| THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant INVESTMENT ADVISOR | 190 | $100.8M | $4K |
| THE NIGHTINGALE-BAMFORD SCHOOL THE NIGHTINGALE-BAMFORD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 185 | $87.9M | $7K |
| THE PACKER COLLEGIATE INSTITUTE THE PACKER COLLEGIATE INSTITUTE DEFINED CONTRIBUTION RETIREMENT PLAN | BROOKLYN, NY | Advisor / Consultant ADVISOR | 248 | $86.8M | $7K |
| SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN, NY | Accountant / Auditor AUDITOR | 298 | $84.8M | $4K |
| DWIGHT-ENGLEWOOD SCHOOL DWIGHT ENGLEWOOD SCHOOL 403(B) RETIREMENT SAVINGS PLAN | ENGLEWOOD, NJ | Advisor / Consultant ADVISOR | 265 | $74.7M | $7K |
| ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 128 | $74.2M | $7K |
| SAINT ANNS SCHOOL THE SAINT ANN'S SCHOOL TAX DEFERRED ANNUITY PLAN | BROOKLYN, NY | Accountant / Auditor AUDITOR | 280 | $73.0M | $7K |
| EASTERN UNIVERSITY EASTERN UNIVERSITY DEFINED CONTRIBUTION RETIREMENT PLAN | ST. DAVIDS, PA | Other NONE | 557 | $70.7M | $7K |
| GRACE CHURCH SCHOOL GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 207 | $67.5M | $4K |
| ALLEN-STEVENSON SCHOOL ALLEN-STEVENSON SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 115 | $67.0M | $7K |
| SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant PLAN ADVISOR | 153 | $65.6M | $4K |
| THE BUCKLEY SCHOOL THE BUCKLEY SCHOOL DEFINED CONTRIBUTION PLAN | SHERMAN OAKS, CA | Accountant / Auditor ACCOUNTING | 198 | $60.6M | $7K |
| HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 263 | $60.3M | $4K |
| CASTILLEJA SCHOOL FOUNDATION CASTILLEJA SCHOOL FOUNDATION DC PLAN | PALO ALTO, CA | Advisor / Consultant ADVISOR | 131 | $60.2M | $7K |
| PARK TUDOR FOUNDATION PARK TUDOR DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS, IN | Other CONSULTING | 308 | $59.0M | $9K |
| GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN GRACE CHURCH SCHOOL RETIREMENT AND SAVINGS PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 203 | $57.6M | $11K |
| COLORADO ACADEMY COLORADO ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER, CO | Advisor / Consultant ADVISOR | 265 | $56.0M | $4K |
| SAINT DAVID'S SCHOOL SAINT DAVID'S SCHOOL RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant PLAN ADVISOR | 152 | $55.1M | $7K |
| PARK TUDOR FOUNDATION PARK TUDOR DEFINED CONTRIBUTION RETIREMENT PLAN | INDIANAPOLIS, IN | Other CONSULTING | 329 | $54.1M | $7K |
| THE SEVEN HILLS SCHOOL THE SEVEN HILLS SCHOOL RETIREMENT PLAN | CINCINNATI, OH | Advisor / Consultant CONSULTANT | 194 | $53.0M | $8K |
| THE RIVERS SCHOOL CORPORATION THE RIVERS SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | WESTON, MA | Advisor / Consultant ADVISOR | 184 | $52.3M | $11K |
| HOLY INNOCENTS' EPISCOPAL SCHOOL, INC. HOLY INNOCENTS' EPISCOPAL SCHOOL 403(B) PLAN | ATLANTA, GA | Advisor / Consultant ADVISOR | 266 | $52.2M | $7K |
| THE PEMBROKE HILL SCHOOL PEMBROKE HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | KANSAS CITY, MO | Other NONE | 205 | $50.8M | $7K |
| THE TOWN SCHOOL THE TOWN SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 249 | $47.7M | $7K |
| UNIVERSITY LIGGETT SCHOOL UNIVERSITY LIGGETT TIAA CREF PENSION PLAN | GROSS POINTE WOODS, MI | Advisor / Consultant ADVISOR | 193 | $46.8M | $4K |
| THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK THE BUCKLEY SCHOOL IN THE CITY OF NEW YORK 403(B) DEFINED CONTRIBUTION PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 94 | $45.5M | $8K |
| THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 132 | $45.2M | $4K |
| RUTGERS PREPARATORY SCHOOL RUTGERS PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | SOMERSET, NJ | Advisor / Consultant ADVISOR | 173 | $44.7M | $4K |
| EMMA WILLARD SCHOOL EMMA WILLARD SCHOOL DEFINED CONTRIBUTION AND TAX DEFERRED ANNUITY RETIREMENT PLAN | TROY, NY | Other | 154 | $43.3M | $7K |
| UNIVERSITY LIGGETT SCHOOL UNIVERSITY LIGGETT TIAA CREF PENSION PLAN | GROSS POINTE WOODS, MI | Advisor / Consultant ADVISOR | 196 | $41.7M | $7K |
| MORRISTOWN-BEARD SCHOOL MORRISTOWN-BEARD SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MORRISTOWN, NJ | Advisor / Consultant PLAN ADVISOR | 181 | $41.7M | $11K |
| THE NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK, NY | Other NONE | 65 | $41.7M | $5K |
| HATHAWAY BROWN SCHOOL THE HATHAWAY BROWN SCHOOL RETIREMENT PLAN | SHAKER HEIGHTS, OH | Advisor / Consultant ADVISOR | 240 | $41.2M | $7K |
| WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 163 | $38.7M | $9K |
| TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 120 | $38.6M | $4K |
| THE AWTY INTERNATIONAL SCHOOL THE AWTY INTERNATIONAL SCHOOL 403(B) RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant ADVISORY SERVICES | 283 | $38.3M | $7K |
| THE NEW YORK ACADEMY OF MEDICINE THE NEW YORK ACADEMY OF MEDICINE RETIREMENT PLAN | NEW YORK, NY | Other NONE | 56 | $38.0M | $5K |
| THE BROWNING SCHOOL THE BROWNING SCHOOL 403(B) PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 191 | $37.9M | $7K |
| THE HEWITT SCHOOL HEWITT SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 142 | $37.8M | $6K |
| GREEN VALE SCHOOL GREEN VALE SCHOOL 403(B) DC PLAN RA | OLD BROOKVILLE, NY | Advisor / Consultant ADVISOR | 95 | $37.3M | $7K |
| THE JOHN COOPER SCHOOL JOHN COOPER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | THE WOODLANDS, TX | Advisor / Consultant ADVISOR | 327 | $36.5M | $7K |
| THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 118 | $36.4M | $4K |
| FLINTRIDGE PREPARATORY SCHOOL FLINTRIDGE PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LACANADA, CA | Advisor / Consultant ADVISOR | 124 | $34.8M | $7K |
| TOWN SCHOOL FOR BOYS TOWN SCHOOL FOR BOYS DC RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 126 | $32.7M | $7K |
| WILDWOOD SCHOOL WILDWOOD SCHOOL INC. DC RETIREMENT PLAN | LOS ANGELES, CA | Advisor / Consultant ADVISOR | 156 | $31.3M | $7K |
| UNIVERSITY PREPARATORY ACADEMY UNIVERSITY PREPARATORY ACADEMY 401(K) RETIREMENT PLAN & TRUST | SEATTLE, WA | Other NONE | 198 | $31.1M | $6K |
| FLINTRIDGE PREPARATORY SCHOOL FLINTRIDGE PREPARATORY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | LACANADA, CA | Advisor / Consultant ADVISOR | 123 | $31.1M | $7K |
| THE HAMLIN SCHOOL THE HAMLIN SCHOOL RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 109 | $30.8M | $7K |
| SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN | BEVERLY, MA | Advisor / Consultant ADVISOR | 87 | $29.0M | $3K |
| KATHERINE DELMAR BURKE SCHOOL KATHERINE DELMAR BURKE SCHOOL DC AND TDA 403(B) PLANS | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 107 | $28.4M | $3K |
| THE WALKER SCHOOL THE WALKER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | MARIETTA, GA | Advisor / Consultant ADVISOR | 176 | $27.8M | $7K |
| WILBRAHAM AND MONSON ACADEMY WILBRAHAM AND MONSON ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | WILBRAHAM, MA | Advisor / Consultant ADVISOR | 132 | $26.9M | $3K |
| THE CHURCHILL SCHOOL AND CENTER CHURCHILL SCHOOL AND CENTER DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 128 | $26.7M | $6K |
| SHORE COUNTRY DAY SCHOOL SHORE COUNTRY DAY SCHOOL 403(B) DC PLAN | BEVERLY, MA | Advisor / Consultant ADVISOR | 93 | $26.1M | $9K |
| KATHERINE DELMAR BURKE SCHOOL KATHERINE DELMAR BURKE SCHOOL DC AND TDA 403(B) PLANS | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 98 | $24.3M | $6K |
| ANNUNCIATION ORTHODOX SCHOOL ANNUNCIATION ORTHODOX SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 217 | $21.5M | $7K |
| THE LAMPLIGHTER SCHOOL THE LAMPLIGHTER SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | DALLAS, TX | Advisor / Consultant ADVISOR | 103 | $19.2M | $6K |
| FOUNTAIN VALLEY SCHOOL OF COLORADO FOUNTAIN VALLEY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | COLORADO SPRINGS, CO | Advisor / Consultant INVESTMENT ADVISOR | 91 | $18.8M | $7K |
| WALNUT HILL SCHOOL FOR THE ARTS WALNUT HILL SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NATICK, MA | Advisor / Consultant ADVISOR | 97 | $18.4M | $816 |
| GATEWAY SCHOOL OF NEW YORK GATEWAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 58 | $16.2M | $3K |
| CAPITOL HILL DAY SCHOOL CAPITOL HILL DAY SCHOOL RETIREMENT PLAN | WASHINGTON, DC | Other | 63 | $15.5M | $10K |
| GATEWAY SCHOOL OF NEW YORK GATEWAY SCHOOL DEFINED CONTRIBUTION RETIREMENT PLAN | NEW YORK, NY | Advisor / Consultant ADVISOR | 75 | $14.1M | $10K |
| STANLEY BRITISH PRIMARY SCHOOL STANLEY BRITISH PRIMARY SCHOOL 403(B) PLAN | DENVER, CO | Other NONE | 108 | $13.9M | $7K |
| STANLEY BRITISH PRIMARY SCHOOL STANLEY BRITISH PRIMARY SCHOOL 403B PLAN | DENVER, CO | Other NONE | 94 | $11.9M | $7K |
| BROOKLYN HEIGHTS MONTESSORI SCHOOL SECTION 403(B) RETIREMENT PLAN FOR BROOKLYN HEIGHTS MONTESSORI SCHOOL | BROOKLYN, NY | Other NONE | 61 | $7.3M | $7K |
| BROOKLYN HEIGHTS MONTESSORI SCHOOL SECTION 403(B) RETIREMENT PLAN FOR BROOKLYN HEIGHTS MONTESSORI SCHOOL | BROOKLYN, NY | Other NONE | 55 | $6.6M | $7K |
| COLORADO ACADEMY COLORADO ACADEMY DEFINED CONTRIBUTION RETIREMENT PLAN | DENVER, CO | Advisor / Consultant ADVISOR | 0 | $0 | $4K |