Western Reserve Academy Faculty And Staff Retirement Plan
Sponsored by Western Reserve Academy · EIN 340714390 · Plan #001
- Total assets
- $30.2M
- Net assets
- $30.2M
- Active participants
- 150
- With balances
- 335
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed
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 |
|---|---|---|
| The Kelley Financial Group | Consulting (general) | $24,290 |
| Maloney + Novotny Llc | Accounting | $22,800 |
| Lpl Financial Rpcp | Investment advisory (plan) | $8,096 |
| Tiaa | Recordkeeping fees | $375 |