Teachstone 401(k) Plan
Sponsored by Teachstone Training, Llc · EIN 800560774 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 207
- With balances
- 224
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 |
|---|---|---|
| Mutual Of Omaha Investor Services, Inc. CRD 611 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Recordkeeping fees, Other fees, Securities brokerage | $10,863 |
| Mutual Of Omaha Investor Services, | Investment advisory (plan), Direct payment from the plan | $10,524 |
| United Of Omaha | Recordkeeping, Recordkeeping fees, Other fees | $2,099 |