Lexington Christian Academy, Inc. 403(b) Retirement Savings Plan
Sponsored by Lexington Christian Academy, Inc. · EIN 611161777 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 199
- With balances
- 185
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 |
|---|---|---|
| Mcf Advisors, Llc CRD 130372 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mcf Advisors, Llc | Consulting (pension), Investment advisory (participants), Investment advisory (plan) | $53,519 |
| Charles Schwab Trust Bank | Investment management, Sub-transfer agency fees, Float revenue | $3,088 |
| Pension Corporation Of America | Recordkeeping, Participant loan processing, Direct payment from the plan | $3,020 |