Tecs 401(k) Profit Sharing Plan
Sponsored by Thomas Edison Charter School · EIN 870673250 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.8M
- Active participants
- 92
- With balances
- 145
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Allegis/Adams Wealth Advisors | Investment advisory (participants), Investment advisory (plan) | $18,277 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $18,172 |