Montgomery Bell Academy Pension Plan
Sponsored by Montgomery Bell Academy · EIN 620513741 · Plan #001
- Total assets
- $11.2M
- Net assets
- $11.2M
- Active participants
- 30
- With balances
- 0
Plan year beginning 06/01/2024
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 |
|---|---|---|
| Usi Consulting Group | Actuarial | $71,300 |
| Truist Bank | Trustee (institutional), Investment advisory (plan), Investment management | $46,610 |