The Motley Fool Holdings, Inc. 401(k) Plan
Sponsored by The Motley Fool Holdings, Inc. · EIN 263335778 · Plan #001
- Total assets
- $174M
- Net assets
- $174M
- Active participants
- 405
- With balances
- 597
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $59,869 |
| Hughes Pittman And Gupton, Llp | Accounting, Direct payment from the plan | $16,750 |
| Charles Schwab & Co., Inc. | Securities brokerage, Direct payment from the plan, Float revenue | $1,281 |