Charter School 401(k) Retirement Plan
Sponsored by Charter School Associates, Inc. · EIN 311819379 · Plan #333
- Total assets
- $11.3M
- Net assets
- $11.3M
- Active participants
- 1,382
- With balances
- 540
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $38,055 |
| Onedigital Investment Advisors | Investment advisory (plan), Direct payment from the plan | $35,796 |
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $20,046 |
| Templeton & Company Llp | Accounting, Direct payment from the plan | $12,500 |
| 316 Fiduciary Services Corporatio | Plan administrator, Investment advisory (plan) | $8,279 |