Wasatch Academy Pension Plan
Sponsored by Wasatch Academy · EIN 870290194 · Plan #002 · Mount Pleasant, UT
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 61
- With balances
- 215
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Recordkeeping fees | $47,443 |
| Kestra Advisory Services, Llc | Investment advisory (plan) | $23,246 |
| Admin Partners Llc | Contract administrator | $8,170 |
| Empower Advisory Group, Llc | Investment management | $1,133 |