Mesa Charter School 401(k) Plan
Sponsored by Math, Engineering, And Science Academy (Mesa) Charter High School · EIN 320395324 · Plan #001
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 93
- With balances
- 128
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $36,184 |
| S B H U Life Agency Inc | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |