AUMdb

Montverde Academy Retirement Plan

Sponsored by Montverde Academy · EIN 590657329 · Plan #002

Total assets
$15.1M
Net assets
$15.1M
Active participants
254
With balances
474

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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

No Schedule C on file for this plan year.