Trinity Christian School Of Fairfax Defined Contribution And Tax Deferred Annuity Retirement Plan
Sponsored by Trinity Christian School Of Fairfax · EIN 541455112 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 168
- With balances
- 144
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $26,143 |
| Kestra Advisory Services, Llc | Investment advisory (plan), Direct payment from the plan | $12,721 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $3,480 |