Pace Academy, Inc. Tax Sheltered Annuity Plan
Sponsored by Pace Academy, Inc. · EIN 580706812 · Plan #002
- Total assets
- $60.8M
- Net assets
- $60.8M
- Active participants
- 335
- With balances
- 707
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Cannon Financial Strategists, Inc. CRD 133509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cannon Financial Strategists, Inc. | Consulting (general), Investment advisory (participants), Investment advisory (plan) | $86,330 |
| Tiaa Teachers Insurance And Annuity | Recordkeeping, Participant loan processing, Participant communication | $23,692 |