Strada Education Foundation, Inc. Savings Investment Plan
Sponsored by Strada Education Foundation, Inc. · EIN 473044430 · Plan #001
- Total assets
- $87.8M
- Net assets
- $87.8M
- Active participants
- 1,169
- With balances
- 876
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Procourse Fiduciary Advisors, Llc CRD 164328 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $25,655 |
| Procourse Fiduciary Advisors, Llc | Investment advisory (plan) | $23,550 |
| Cliftonlarsonallen Llp | Accounting | $11,971 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$89,862 |