The Barstow School Defined Contribution Retirement Plan
Sponsored by The Barstow School · EIN 440546207 · Plan #001
- Total assets
- $26.9M
- Net assets
- $26.9M
- Active participants
- 463
- With balances
- 271
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, 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 |
|---|---|---|
| Prime Capital Investment Advisors, Llc CRD 288712 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $32,586 |
| Prime Capital Investment Advisors | Investment advisory (plan) | $30,000 |