Lee Montessori Public Charter School 403(b) Plan
Sponsored by Lee Montessori Public Charter School · EIN 454726453 · Plan #001
- Total assets
- $1.8M
- Net assets
- $1.8M
- Active participants
- 98
- With balances
- 103
Plan year beginning 07/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $4,556 |
| Lpl Financial Llc | Other services, Other commissions | $0 |