Pine Crest Preparatory School, Inc. 403(b) Plan
Sponsored by Pine Crest Preparatory School, Inc. · EIN 590861374 · Plan #004
- Total assets
- $71.4M
- Net assets
- $71.4M
- Active participants
- 550
- With balances
- 798
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Flexpath Strategies, Llc | Investment management, Direct payment from the plan | $39,385 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $34,017 |