Equality Charter School 401(k) Retirement Plan
Sponsored by Equality Charter School · EIN 800338050 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 138
- With balances
- 191
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 | $10,395 |
| Mai Capital Management, Llc | Recordkeeping, Trustee (institutional), Other services | $10,378 |
| Global Retirement Partners | Recordkeeping, Trustee (institutional), Other services | $6,459 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |