True North Classical Academy, Inc. 401(k) Plan
Sponsored by True North Classical Academy, Inc. · EIN 464566968 · Plan #001
- Total assets
- $1.9M
- Net assets
- $1.9M
- Active participants
- 272
- With balances
- 226
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Axxcess Wealth Management, Llc CRD 164081 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $8,623 |
| Axxcess Wealth Management | Investment advisory (plan) | $5,469 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |