Education Loan Finance, Inc 401(k) Plan
Sponsored by Education Loan Finance, Inc. · EIN 621586836 · Plan #003
- Total assets
- $23.7M
- Net assets
- $23.7M
- Active participants
- 328
- With balances
- 399
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 |
|---|---|---|
| Rather & Kittrell, Inc. CRD 114885 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Trust | Recordkeeping | $8,039 |
| Tennesse Pension Administrators | Contract administrator | $3,460 |
| Rather & Kittrell | Investment advisory (participants), Investment advisory (plan) | $2,241 |