Mathnasium Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Mathnasium Llc · EIN 900088725 · Plan #001
- Total assets
- $12.1M
- Net assets
- $12.1M
- Active participants
- 129
- With balances
- 188
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 |
|---|---|---|
| Integrity Financial Corporation CRD 137125 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Integrity Financial Corp | Investment advisory (plan), Direct payment from the plan | $44,716 |
| The Vanguard Group, Inc. | Participant loan processing, Other fees, Direct payment from the plan | $2,070 |