AUMdb

Choice Academies, Inc. 401(k) Plan

Sponsored by Choice Academies, Inc. · EIN 208809933 · Plan #001

Total assets
$2.9M
Net assets
$2.9M
Active participants
97
With balances
125

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Rbs Wealth Management, Llc CRD 336536 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Ascensus Llc Other commissions, Other fees, Participant loan processing $15,158
Rbc Wealth Management Investment advisory (plan), Direct payment from the plan $13,112