New World Preparatory Charter School 401(k) Plan
Sponsored by New World Preparatory Charter School · EIN 272013987 · Plan #001
- Total assets
- $3.8M
- Net assets
- $3.8M
- Active participants
- 118
- With balances
- 110
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group | Recordkeeping fees | $12,760 |
| Lpl Financial Rpcp | Investment advisory (plan) | $10,423 |
| Pension Consultants | Contract administrator | $1,710 |
| Ascensus Llc | Recordkeeping fees | $1 |