Midland Christian School Retirement Plan
Sponsored by Midland Christian School, Inc. · EIN 756004672 · Plan #001
- Total assets
- $9.6M
- Net assets
- $9.6M
- Active participants
- 343
- With balances
- 159
Plan year beginning 09/01/2024 · 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 |
|---|---|---|
| Oakstreet Wealth Management, Inc. CRD 288723 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $25,803 |
| Oakstreet Wealth Management | Investment advisory (plan) | $14,875 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $0 |