AUMdb

Madison Academy 401(k) Plan

Sponsored by Madison Academy, Inc. · EIN 630356666 · Plan #003

Total assets
$2.3M
Net assets
$2.3M
Active participants
191
With balances
114

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
Ashford Advisors, Llc CRD 114238 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ashford Advisors Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) $6,724
Pcs Contract administrator, Recordkeeping, Recordkeeping fees $6,421