AUMdb

Learning Ally 401(k) Plan

Sponsored by Learning Ally, Inc. · EIN 131659345 · Plan #003

Total assets
$11.4M
Net assets
$11.4M
Active participants
89
With balances
158

Plan year beginning 07/01/2024 · 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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $31,400
Equity Services Inc Recordkeeping, Trustee (institutional), Other services $27,453