AUMdb

Washington Yu Ying 401 K Plan

Sponsored by Washington Yu Ying Public Charter School · EIN 204464054 · Plan #001

Total assets
$6.4M
Net assets
$6.4M
Active participants
210
With balances
127

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $45,953
Pensionmark Financial Group, Llc Investment advisory (plan), Other fees $0