Sreb Retirement Plan
Sponsored by Southern Regional Education Board · EIN 580566141 · Plan #001
- Total assets
- $51.1M
- Net assets
- $51.1M
- Active participants
- 127
- With balances
- 343
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Flexpath Strategies, Llc | Investment advisory (participants) | $17,639 |
| Tiaa | Recordkeeping, Consulting (pension), Investment advisory (plan) | $14,911 |
| Raymond James & Associates Inc. | Investment advisory (plan) | $7,817 |