Learning Care Group Retirement Savings Plan
Sponsored by La Petite Academy, Inc. · EIN 431243221 · Plan #003
- Total assets
- $101M
- Net assets
- $101M
- Active participants
- 19,717
- With balances
- 4,386
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 |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 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 | $318,834 |
| Bks Retirement Services | Investment management, Direct payment from the plan, Other fees | $30,000 |
| Plante & Moran Pllc | Accounting, Direct payment from the plan, Other fees | $27,000 |
| Uhy Llp | Accounting, Direct payment from the plan, Other fees | $11,085 |
| Baldwin Group Wealth Advisors Llc | Investment management, Direct payment from the plan, Other fees | $7,500 |