AUMdb

Benchmark Education Company Profit Sharing 401(k) Plan

Sponsored by Benchmark Education Company Llc · EIN 133996703 · Plan #001

Total assets
$43.4M
Net assets
$43.4M
Active participants
640
With balances
761

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $63,872
Wbg Advisors Investment advisory (plan) $26,000
Wilkin & Guttenplan, P.C. Accounting $19,500