AUMdb

Public Preparatory Network, Inc. 403(b) Plan

Sponsored by Public Preparatory Network, Inc. · EIN 264646416 · Plan #002

Total assets
$13.9M
Net assets
$13.9M
Active participants
87
With balances
204

Plan year beginning 07/01/2024 · Total participant-directed account, ERISA 404(c) participant-directed, Default investment account (QDIA)

Linked investment advisers

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

Firm Match Plan year
Osaic Wealth, Inc. CRD 23131 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Osaic Wealth Inc. Investment advisory (plan), Direct payment from the plan $25,064
The Vanguard Group, Inc. Participant loan processing, Recordkeeping, Recordkeeping fees $16,919
Cpi Qualified Plan Consultants, Inc Recordkeeping, Consulting (pension), Participant loan processing $5,300