Salem Academy And College Faculty Defined Contribution Retirement Plan
Sponsored by Salem Academy And College · EIN 560530005 · Plan #001 · Winston Salem, NC
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 67
- With balances
- 320
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Millennium Advisory Services, Inc. | Investment advisory (plan) | $13,143 |
| Sageview Advisory Group | Investment advisory (participants) | $10,624 |
| Tiaa | Recordkeeping fees | $10,236 |