University Preparatory Academy 401(k) Retirement Plan & Trust
Sponsored by University Preparatory Academy · EIN 910974344 · Plan #001
- Total assets
- $39.9M
- Net assets
- $39.9M
- Active participants
- 155
- With balances
- 299
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa Teachers Insurance And Annuity | Recordkeeping, Custodial (other) | $43,570 |
| Ascensus Holdings, Inc | Recordkeeping, Custodial (other) | $21,072 |
| Planpilot | Recordkeeping, Custodial (other) | $10,000 |