Perfection Learning Corporation 401(k) Ps Plan & Trust
Sponsored by Perfection Learning Corporation · EIN 420895541 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 112
- With balances
- 158
Plan year beginning 02/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman | Recordkeeping, Consulting (general), Participant loan processing | $28,931 |
| Lutz | Accounting, Direct payment from the plan | $24,600 |
| Advanced Capital Group | Investment advisory (plan), Direct payment from the plan | $23,562 |
| Jp Morgan | Investment advisory (plan), Direct payment from the plan | $4,101 |
| Charles Schwab Trust Bank | Trustee (directed), Custodial (securities), Shareholder servicing fees | $0 |
| Charles Schwab & Co., Inc. | Custodial (securities), Trustee (directed), Shareholder servicing fees | $0 |