Foundation For Educational Services, Inc. 401(k) Plan
Sponsored by Foundation For Educational Services, Inc. · EIN 470703499 · Plan #003
- Total assets
- $92.0M
- Net assets
- $92.0M
- Active participants
- 177
- With balances
- 236
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners, Llc | Investment management, Direct payment from the plan, Investment management fees (direct) | $50,106 |
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $33,049 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |