AUMdb

Integration Charter Schools 401(k) Plan

Sponsored by Integration Charter Schools · EIN 472459523 · Plan #001

Total assets
$13.1M
Net assets
$13.1M
Active participants
307
With balances
317

Plan year beginning 07/01/2024 · 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, Sub-transfer agency fees, Recordkeeping fees $3,163