Edmentum Savings And Retirement Plan
Sponsored by Edmentum · EIN 411646390 · Plan #001
- Total assets
- $115M
- Net assets
- $115M
- Active participants
- 1,128
- With balances
- 1,599
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Mpcg | Investment advisory (plan) | $20,833 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $19,593 |
| Ellingson & Ellingson, Ltd. | Accounting | $8,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | -$27,521 |