Appletree Early Learning 403(b) Plan
Sponsored by Appletree Early Learning Public Charter School · EIN 201302458 · Plan #001
- Total assets
- $4.7M
- Net assets
- $4.7M
- Active participants
- 178
- With balances
- 352
Plan year beginning 01/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)
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 |
|---|---|---|
| Newport Group, Inc. | Other fees, Direct payment from the plan, Recordkeeping | $180 |