Malvern Preparatory School 403(b)(7) Plan
Sponsored by Malvern Preparatory School · EIN 231352658 · Plan #001
- Total assets
- $28.8M
- Net assets
- $28.8M
- Active participants
- 241
- With balances
- 183
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,605 |
| Lpl Financial | Investment advisory (plan) | $14,863 |
| The Retirement Advantage Inc | Other fees | $3,000 |