Variety Child Learning Center 401(a) Profit Sharing Plan
Sponsored by Variety Child Learning Center · EIN 112157326 · Plan #001
- Total assets
- $10.5M
- Net assets
- $10.5M
- Active participants
- 222
- With balances
- 289
Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors | Investment advisory (plan), Investment management fees (direct) | $28,115 |
| Sentinel Benefits Group, Llc | Recordkeeping, Distribution (12b-1) fees, Sub-transfer agency fees | $11,486 |
| Charles Schwab & Co. | Custodial (securities), Direct payment from the plan, Trustee (institutional) | $6,172 |