Pine Crest Preparatory School, Inc. Money Purchase Pension Plan
Sponsored by Pine Crest Preparatory School, Inc. · EIN 590861374 · Plan #003
- Total assets
- $68.0M
- Net assets
- $68.0M
- Active participants
- 343
- With balances
- 706
Plan year beginning 07/01/2024 · Money purchase, 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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Flexpath Strategies, Llc | Investment management, Direct payment from the plan | $34,428 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $28,218 |