Pension Plan For The Employees Of Lasalle School
Sponsored by Lasalle School, Inc. · EIN 141338536 · Plan #001
- Total assets
- $4.8M
- Net assets
- $4.8M
- Active participants
- 109
- With balances
- 124
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Benefit Plans Admin Services, Inc. | Recordkeeping, Custodial (securities), Trustee (institutional) | $25,868 |
| Commonwealth Financial Network | Investment advisory (participants), Investment advisory (plan) | $17,100 |