AUMdb

Briarcrest Christian School 401 (K) Retirement Plan And Trust

Sponsored by Briarcrest Christian School System · EIN 620894165 · Plan #001

Total assets
$16.5M
Net assets
$16.5M
Active participants
210
With balances
244

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Lpl Financial Llc CRD 6413 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Llc Rpcp Investment advisory (participants) $32,245
John Hancock Life Insurance Co Recordkeeping, Investment management, Shareholder servicing fees $4,959
Forum Six Financial Investment advisory (participants) $0
John Hancock Life Insurance Company Recordkeeping, Investment management, Shareholder servicing fees $0