Learn4 Life 403(b) Plan
Sponsored by Desert Sands Public Charter, Inc. · EIN 481272886 · Plan #001
- Total assets
- $153M
- Net assets
- $153M
- Active participants
- 2,081
- With balances
- 2,341
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Jpmorgan Asset Management (Uk) Limited CRD 135960 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $687,666 |
| Pensionmark Financial Group | Other fees | $252,350 |
| Stephen B. Marvin Agency Inc. | Other fees | $61,772 |
| Pensionmark Financial Group | Other fees | $56,512 |
| Johanson And Yau Accountancy Cor | Other fees | $26,750 |
| Federated Investors | Investment management, Investment management fees (indirect) | $0 |
| Jpmorgan Asset Management | Investment management, Investment management fees (indirect) | $0 |