Effective School Solutions, Llc 401(k) Plan
Sponsored by Effective School Solutions, Llc · EIN 452692108 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 551
- With balances
- 607
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $70,795 |
| Osaic Wealth | Investment advisory (plan), Other fees | $0 |