Lake Forest Academy Defined Contribution Plan
Sponsored by Lake Forest Academy · EIN 362216167 · Plan #001
- Total assets
- $43.8M
- Net assets
- $43.8M
- Active participants
- 164
- With balances
- 201
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 |
|---|---|---|
| Faircourt Partners, Llc CRD 295508 | 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 | $123,203 |
| Faircourt Partners, Llc | Investment advisory (plan), Other fees | $0 |