AUMdb

North Carolina Virtual Academy 401(k) Plan

Sponsored by North Carolina Learns, Inc. · EIN 474549510 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
212
With balances
201

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Capital Group Private Client Services, Inc. CRD 312837 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Capital Group Retire Plan Serv Recordkeeping, Investment management, Participant loan processing $3,145
National Benefit Services, Llc Accounting, Consulting (pension) $1,680