Success Academy Charter Schools Retirement Plan
Sponsored by Success Academy Charter Schools · EIN 205298861 · Plan #001
- Total assets
- $135M
- Net assets
- $135M
- Active participants
- 3,205
- With balances
- 5,716
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping, Participant loan processing, Direct payment from the plan | $189,193 |
| Ubs Financial Services | Investment advisory (plan) | $32,500 |