AUMdb

Parkview Baptist School Inc Retirement And Trust

Sponsored by Parkview Baptist School, Inc · EIN 720918254 · Plan #001

Total assets
$12.4M
Net assets
$12.4M
Active participants
133
With balances
208

Plan year beginning 09/01/2024 · 401(k)

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
Newport Group, Inc. Recordkeeping fees, Other fees, Direct payment from the plan $34,420
Roland Criss Fiduciary Services Investment advisory (plan), Direct payment from the plan $20,000
Newport Group Consulting Consulting (general), Consulting (pension), Recordkeeping fees $17,918