Seacrest Country Day School Defined Contribution Retirement Plan
Sponsored by Seacrest Country Day School · EIN 592311341 · Plan #001
- Total assets
- $7.3M
- Net assets
- $7.3M
- Active participants
- 112
- With balances
- 198
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Recordkeeping, Trustee (institutional), Participant loan processing | $0 |
| Ubs Financial Services, Inc. | Investment advisory (plan), Direct payment from the plan | $0 |