AUMdb

Concept Schools Nfp 401(k) Profit Sharing Plan

Sponsored by Concept Schools Nfp · EIN 030503751 · Plan #001

Total assets
$5.1M
Net assets
$5.1M
Active participants
150
With balances
161

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
Benefit Plans Admin Services, Inc. Recordkeeping, Custodial (other), Distribution (12b-1) fees $14,887