AUMdb

A Second Chance, Inc. Retirement Plan

Sponsored by A Second Chance, Inc. · EIN 251729710 · Plan #001

Total assets
$3.1M
Net assets
$3.1M
Active participants
143
With balances
147

Plan year beginning 07/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

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

Firm Match Plan year
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Direct payment from the plan, Recordkeeping fees $28,533
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0