Trinity Christian Academy Employer Funded Retirement Plan
Sponsored by Trinity Christian Academy · EIN 751324332 · Plan #002
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 214
- With balances
- 237
Plan year beginning 08/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Amerant Investments, Inc. CRD 117284 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $46,735 |
| Ameritas Investment Company, Llc | Investment advisory (plan), Consulting fees | $20,436 |