AUMdb

The Teaching Company 401(k) Plan

Sponsored by The Teaching Company, Llc · EIN 205770942 · Plan #001

Total assets
$37.2M
Net assets
$37.2M
Active participants
163
With balances
271

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Capfinancial Securities Llc Investment advisory (plan) $14,624
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$26,706