Education Affiliates, Inc. 401(k) Plan
Sponsored by Education Affiliates, Inc. · EIN 201720350 · Plan #001
- Total assets
- $46.7M
- Net assets
- $46.7M
- Active participants
- 1,552
- With balances
- 1,843
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 |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
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 | $153,459 |
| Orenda Retirement Llc | Contract administrator, Other services, Direct payment from the plan | $75,319 |
| Greenspring Advisors | Investment advisory (plan), Direct payment from the plan | $40,210 |
| Amich & Associates | Accounting, Direct payment from the plan | $23,000 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |