AUMdb

The Primary School 401(k) Plan

Sponsored by The Primary School Labs · EIN 371975407 · Plan #002

Total assets
$5.0M
Net assets
$5.0M
Active participants
155
With balances
180

Plan year beginning 01/01/2024 · 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
Empower Annuity Insurance Company O Recordkeeping fees $10,554

Filing history

Plan year Assets Participants Source
01/01/2024 $5.0M 155 ack 20251117170626NAL0001596913001
01/01/2021 $2.6M 141 ack 20251126113239NAL0006938176001