Groves Academy Defined Contribution Retirement Plan
Sponsored by Groves Academy · EIN 410979871 · Plan #001
- Total assets
- $11.8M
- Net assets
- $11.8M
- Active participants
- 161
- With balances
- 174
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | 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 | $31,591 |
| Cliftonlarsonallen Llp | Accounting, Direct payment from the plan | $15,750 |
| Sageview Advisory Group, Llc | Investment advisory (plan), Direct payment from the plan | $13,918 |