AUMdb

Discovery Schools 401(k) Plan

Sponsored by Discovery Health Sciences Foundation, Inc. · EIN 453761886 · Plan #001

Total assets
$13.3M
Net assets
$13.3M
Active participants
428
With balances
609

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
Nationwide Recordkeeping fees $40,087
Economic Group Pension Services Other services $10,423
Leafhouse Financial Advisors, Llc Insurance agents and brokers $2,417
Prospera Financial Services Insurance agents and brokers $0