Coney Island Preparatory Charter School 403(b) Retirement Plan
Sponsored by Coney Island Preparatory Charter School · EIN 943453217 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 241
- With balances
- 215
Plan year beginning 07/01/2024 · 401(m) arrangement, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $16,942 |
| American Portfolios Financial Svcs | Investment advisory (plan) | $15,912 |
| Magii Pension Services | Contract administrator | $8,382 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $7,284 |