Schoolmint, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Schoolmint, Inc. · EIN 463589700 · Plan #001
- Total assets
- $5.7M
- Net assets
- $5.7M
- Active participants
- 95
- With balances
- 111
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 |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $30,990 |
| Aldrich Wealth Limited Partnership | Investment advisory (plan) | $23,282 |