AUMdb

Carnegie Learning, Inc. 401(k) Plan

Sponsored by Carnegie Learning, Inc. · EIN 251805640 · Plan #001

Total assets
$38.0M
Net assets
$38.0M
Active participants
576
With balances
510

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
Kestra Investment advisory (plan) $67,879
John Hancock Recordkeeping, Investment management, Shareholder servicing fees $56,393