Engage! Learning, Llc 401(k) Plan
Sponsored by Engage! Learning, Llc · EIN 454211320 · Plan #001
- Total assets
- $5.6M
- Net assets
- $5.6M
- Active participants
- 62
- With balances
- 119
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wealth Advisors Group, Llc CRD 291648 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wealth Advisory Group Inc | Investment advisory (plan), Direct payment from the plan | $18,223 |
| The Vanguard Group, Inc. | Other fees, Direct payment from the plan, Recordkeeping | $2,895 |