Lake Forest Country Day School 403(b) Plan
Sponsored by Lake Forest Country Day School · EIN 362415685 · Plan #002
- Total assets
- $15.6M
- Net assets
- $15.6M
- Active participants
- 158
- With balances
- 129
Plan year beginning 09/01/2024 · Total participant-directed account, Participant-directed brokerage accounts, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Vital Wealth Management, Llc CRD 156455 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Vital Wealth Management | Investment advisory (plan), Direct payment from the plan | $35,049 |
| Newport Group, Inc. | Other fees, Participant loan processing, Recordkeeping fees | $18,766 |