Green Dot Public Schools 401(k) Plan
Sponsored by Green Dot Public Schools California · EIN 954679811 · Plan #003
- Total assets
- $22.3M
- Net assets
- $22.3M
- Active participants
- 1,037
- With balances
- 434
Plan year beginning 06/14/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cerity Partners Retirement Plan Advisors Llc CRD 164198 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cerity Partners Retirement Plan | Investment advisory (plan) | $20,990 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $3,525 |