Foss Swim School, Llc 401(k) Plan
Sponsored by Foss Swim School, Llc · EIN 272224351 · Plan #001
- Total assets
- $8.3M
- Net assets
- $8.3M
- Active participants
- 1,040
- With balances
- 204
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Valmark Advisers, Inc. | Investment advisory (participants) | $31,071 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $1,126 |