The King's Academy 403(b) Retirement Plan
Sponsored by The King's Academy · EIN 770287771 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 264
- With balances
- 227
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $51,872 |
| Charles Schwab Bank | Custodial (securities), Shareholder servicing fees | $0 |