Education & Training Resources, Llc 401 K Plan
Sponsored by Education & Training Resources · EIN 611242482 · Plan #001
- Total assets
- $11.4M
- Net assets
- $11.4M
- Active participants
- 854
- With balances
- 1,809
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $76,340 |
| Lattimore, Black, Morgan & Crain, P | Recordkeeping, Consulting (pension), Direct payment from the plan | $10,250 |
| Merrill Lynch Pierce Fenner & Smith | Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees | $0 |
| Adp Broker Dealer | Other services, Other fees | $0 |