The Howard School, Inc. 401(k) Plan
Sponsored by The Howard School, Inc. · EIN 580611768 · Plan #002
- Total assets
- $13.5M
- Net assets
- $13.5M
- Active participants
- 112
- With balances
- 229
Plan year beginning 08/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
| Hub Investment Partners, Llc CRD 307956 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tiaa | Recordkeeping, Account maintenance fees, Investment management fees (indirect) | $37,401 |
| Sageview Advisory Group, Llc | Investment advisory (participants), Investment advisory (plan) | $36,171 |
| Hub Investment Partners | Investment advisory (participants), Investment advisory (plan) | $33,549 |
| Millennium Advisory Services, Inc | Investment advisory (participants), Investment advisory (plan) | $16,362 |
| Aprio, Llp | Accounting | $13,650 |