Positive Education Program Retirement Savings Plan
Sponsored by Positive Education Program · EIN 341127919 · Plan #001
- Total assets
- $10.1M
- Net assets
- $10.1M
- Active participants
- 206
- With balances
- 288
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 |
|---|---|---|
| Nationwide | Recordkeeping, Investment advisory (participants), Other services | $22,929 |
| Mgo One Seven Llc | Recordkeeping, Consulting (general), Consulting (pension) | $6,197 |
| Mgo Securities Corp | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |