The Lexington School Retirement Plan
Sponsored by The Lexington School · EIN 610563291 · Plan #001 · Lexington, KY
- Total assets
- $23.5M
- Net assets
- $23.5M
- Active participants
- 115
- With balances
- 221
Plan year beginning 01/01/2024 · 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).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | $27,492 | |
| Cap Financial Partners, Llc | $17,473 |