AUMdb

Greater Atlanta Christian Schools, Inc. Retirement Plan

Sponsored by Greater Atlanta Christian Schools, Inc. · EIN 580960612 · Plan #002

Total assets
$34.2M
Net assets
$34.2M
Active participants
542
With balances
656

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $83,905
Capfinancial Partners Llc Investment advisory (plan), Other fees $0
Newport Group, Inc. Other services, Other fees $0