Lake Ridge Academy Tax Deferred Annuity And Defined Contribution Plan
Sponsored by Lake Ridge Academy · EIN 346519833 · Plan #001
- Total assets
- $17.3M
- Net assets
- $17.3M
- Active participants
- 67
- With balances
- 187
Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Maloney & Novotny Llc | Accounting | $12,500 |