School Outfitters, Llc 401(k) Retirement Plan
Sponsored by School Outfitters, Llc · EIN 611341943 · Plan #001
- Total assets
- $16.3M
- Net assets
- $16.3M
- Active participants
- 169
- With balances
- 199
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 |
|---|---|---|
| Pca Investment Advisory Services, Inc. CRD 123475 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pca Investment Advisory Services | Investment advisory (plan) | $35,680 |
| Pension Corporation Of America | Contract administrator, Recordkeeping, Participant loan processing | $3,167 |
| Charles Schwab Trust Bank | Investment management, Shareholder servicing fees, Float revenue | $0 |