AUMdb

Alliance Preparatory Schools Erisa 403(b) Plan

Sponsored by Alliance Preparatory Schools, Inc. · EIN 464207477 · Plan #002

Total assets
$2.3M
Net assets
$2.3M
Active participants
246
With balances
133

Plan year beginning 07/01/2024 · 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).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Equitable Financial Life Insurance Trustee (directed), Investment management, Participant loan processing $3,708
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $739