AUMdb

The Pingree School, Inc. 401(k) Plan

Sponsored by The Pingree School, Inc. · EIN 042279977 · Plan #002

Total assets
$22.0M
Net assets
$22.0M
Active participants
131
With balances
156

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
Wilshire Associates Inc Investment advisory (participants) $10,295
John Hancock Life Insurance Co Recordkeeping, Investment management, Shareholder servicing fees $250