Innovation Charter High School Retirement Plan
Sponsored by Innovation Charter High School · EIN 271736728 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 65
- With balances
- 95
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $12,083 |
| Empower Life & Annuity Insurance Co | Recordkeeping fees | $9,233 |