Maryvale Preparatory School Retirement Plan
Sponsored by Maryvale Preparatory School Inc. · EIN 521160935 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 169
- With balances
- 167
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants), Investment advisory (plan), Investment management | $5,905 |
| Lincoln National Corporation | Contract administrator | $1,500 |
| American United Life Insurance Co | Recordkeeping, Participant loan processing, Participant communication | $424 |