Villa Academy Retirement Plan
Sponsored by Villa Academy · EIN 910978575 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 112
- With balances
- 136
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alera Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $20,807 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $13,100 |
| Definiti Llc | Contract administrator, Direct payment from the plan, Other services | $2,055 |