AUMdb

Little People's School Inc 403(b) Plan

Sponsored by Little People's School, Inc. · EIN 237068067 · Plan #001

Total assets
$5.2M
Net assets
$5.2M
Active participants
100
With balances
133

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).

Firm Match Plan year
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Global Retirement Partners Investment advisory (plan), Direct payment from the plan $20,059
Ascensus Llc Other fees, Participant loan processing, Recordkeeping fees $18,502