Francis Parker School Of Louisville, Inc. Retirement Plan
Sponsored by Francis Parker School Of Louisville, Inc. · EIN 310896538 · Plan #001
- Total assets
- $12.0M
- Net assets
- $12.0M
- Active participants
- 85
- With balances
- 156
Plan year beginning 07/01/2024 · 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 |
|---|---|---|
| Stegner Investment Associates Inc CRD 107480 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stegner Investment Associates, Inc. | Investment advisory (plan) | $20,000 |
| Capital Group Retirement Plan Serv | Recordkeeping fees, Account maintenance fees | $7,160 |