Western Reserve Academy Employee Retirement Plan
Sponsored by Western Reserve Academy · EIN 340714390 · Plan #003
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 119
- With balances
- 164
Plan year beginning 01/01/2024 · 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 |
|---|---|---|
| Kelly Financial Group, Llc CRD 136372 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Kelley Financial Group | Investment advisory (plan) | $12,137 |
| Tiaa | Recordkeeping fees | $150 |