Lancaster Country Day School Section 403(b) Plan
Sponsored by Lancaster Country Day School · EIN 231352396 · Plan #003
- Total assets
- $26.2M
- Net assets
- $26.2M
- Active participants
- 149
- With balances
- 225
Plan year beginning 09/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, 401(m) arrangement
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Enhancement Advisory Services, Llc CRD 116407 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Enhancement Advisory | Investment advisory (participants), Other investment fees and expenses | $37,163 |
| Penserv Plan Services | Recordkeeping, Recordkeeping fees | $13,550 |
| Matrix Trust Company | Custodial (securities), Recordkeeping fees | $9,206 |