Shorecrest Preparatory School 403(b) Dc Plan
Sponsored by Shorecrest Preparatory School · EIN 237412158 · Plan #001
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 202
- With balances
- 395
Plan year beginning 01/01/2024 · 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).
| Firm | Match | Plan year |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping fees, Account maintenance fees | $34,275 |
| Onedigital Investment Advisors | Investment advisory (plan) | $19,759 |
| Armanino Llp | Accounting | $7,560 |