Charles County School Bus Contractors Assoc. Retirement Plan
Sponsored by Charles County School Bus Contractors Association · EIN 521659476 · Plan #001
- Total assets
- $2.9M
- Net assets
- $2.9M
- Active participants
- 339
- With balances
- 353
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Money purchase, Profit-sharing
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Long Island Employee Benefits Group | Recordkeeping, Other fees, Other services | $22,459 |
| Nationwide | Recordkeeping, Investment advisory (participants), Sub-transfer agency fees | $8,639 |
| Lpl Financial Llc | Investment advisory (plan), Other commissions | $0 |