School Specialty 401(k) Plan
Sponsored by School Specialty, Llc · EIN 852162684 · Plan #001
- Total assets
- $99.0M
- Net assets
- $99.0M
- Active participants
- 1,054
- With balances
- 1,485
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $153,651 |
| Creative Planning, Llc | Investment advisory (plan), Direct payment from the plan | $93,753 |
| Baker Tilly Virchow Krause, Llp | Accounting, Other fees | $0 |