AUMdb

Noble Network Of Charter Schools 401(k) Profit Sharing Plan

Sponsored by Noble Network Of Charter Schools · EIN 364241970 · Plan #001

Total assets
$51.8M
Net assets
$51.8M
Active participants
1,691
With balances
1,897

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $120,520
Creative Planning Llc Investment advisory (plan) $26,250
Mesirow Financial Inc Investment advisory (plan) $8,750