Global Educational Excellence 401(k) Profit Sharing Plan
Sponsored by Global Educational Excellence, Llc · EIN 383418987 · Plan #001
- Total assets
- $19.6M
- Net assets
- $19.6M
- Active participants
- 753
- With balances
- 860
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees | $62,801 |
| Captrust | Investment advisory (plan) | $19,426 |