Utah Association Of Public Charter Schools Retirement Plan
Sponsored by Utah Association Of Public Charter Schools · EIN 562429582 · Plan #001
- Total assets
- $47.3M
- Net assets
- $47.3M
- Active participants
- 2,227
- With balances
- 1,491
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Able & Strong Advisors, Inc. CRD 130069 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Able & Strong Advisors | Investment advisory (participants), Investment advisory (plan) | $143,813 |
| Nwps, Inc. | Recordkeeping, Sub-transfer agency fees, Consulting fees | $100,143 |
| Smith & Howard, Pc | Accounting | $23,000 |
| Matrix Trust Company | Custodial (other), Trustee (discretionary) | $11,270 |