Mount Vernon Presbyterian School, Inc. Retirement Plan
Sponsored by Mount Vernon Presbyterian School Inc. · EIN 582054415 · Plan #001
- Total assets
- $22.1M
- Net assets
- $22.1M
- Active participants
- 523
- With balances
- 427
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| First Citizens Bank And Trust Co | Investment advisory (plan), Direct payment from the plan | $44,670 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $42,971 |
| New Pinnacle Consulting Group Llc | Other services, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |