Lake Highland Preparatory School, Inc.
Sponsored by Lake Highland Preparatory School · EIN 590624431 · Plan #002
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 348
- With balances
- 376
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).
| Firm | Match | Plan year |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $33,999 |
| Raymond James Financial Svc Adv | Investment advisory (plan), Direct payment from the plan | $17,998 |
| Wilshire Associates Incorporated | Investment advisory (plan), Other investment fees and expenses | $0 |