Currey Ingram Academy Retirement Plan
Sponsored by Currey Ingram Academy · EIN 621296326 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 246
- With balances
- 274
Plan year beginning 08/01/2024 · Total participant-directed account, 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Prime Capital Invmt. Adv. | Investment advisory (participants), Investment advisory (plan), Investment management | $39,416 |
| American United Life Insurance Comp | Recordkeeping, Participant communication, Direct payment from the plan | $480 |