Lake Highland Preparatory School 403(b) Plan
Sponsored by Lake Highland Preparatory School · EIN 590624431 · Plan #003
- Total assets
- $42.0M
- Net assets
- $42.0M
- Active participants
- 380
- With balances
- 429
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).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $42,615 |
| Raymond James Financial Services | Investment advisory (plan), Direct payment from the plan | $21,979 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |