Speyer Legacy School 403(b)(7)plan
Sponsored by The Speyer Legacy School · EIN 264274070 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 105
- With balances
- 149
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, Profit-sharing, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement, Llc | Claims processing, Consulting (general), Participant loan processing | $0 |