Challenger School 401 K Retirement Plan
Sponsored by Challenger School Foundation · EIN 471405971 · Plan #001
- Total assets
- $66.8M
- Net assets
- $66.8M
- Active participants
- 986
- With balances
- 604
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 |
|---|---|---|
| Soltis Investment Advisors, Llc CRD 154690 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $63,056 |
| Soltis Investment Advisors Llc | Investment management, Direct payment from the plan | $38,798 |
| Morningstar Inc | Investment management, Direct payment from the plan | $12,841 |