Family Life Academy Charter Schools 401(k) Retirement Plan
Sponsored by Family Life Academy Charter Schools · EIN 134170389 · Plan #001
- Total assets
- $7.0M
- Net assets
- $7.0M
- Active participants
- 290
- With balances
- 178
Plan year beginning 07/01/2024 · 401(k)
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 |
|---|---|---|
| Transamerica Financial Life Ins Co | Recordkeeping, Float revenue, Participant loan processing | $64,917 |
| Magii Pension Services, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $5,201 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $3,426 |
| Osaic Wealth Inc | Insurance agents and brokers, Insurance services, Insurance brokerage commissions | $0 |