Aeon School 401 (K) Plan
Sponsored by Online Education Platform, Llc · EIN 990893511 · Plan #001
- Total assets
- $13.6M
- Net assets
- $13.6M
- Active participants
- 64
- With balances
- 152
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Towers Watson Investment Services, Inc. CRD 110473 | fuzzy_auto · 99% | 2024 |
| Innovest Portfolio Solutions Llc CRD 106110 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $44,411 |
| Towers Watson Investment Services I | Investment advisory (plan) | $25,776 |
| Innovest Portfolio Solutions Llc | Investment advisory (plan) | $10,538 |