Port Resources Savings And Retirement Plan
Sponsored by Port Resources · EIN 010367582 · Plan #002
- Total assets
- $3.4M
- Net assets
- $3.4M
- Active participants
- 207
- With balances
- 112
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 |
|---|---|---|
| Mutual Of America Sec. Corp Llc | Recordkeeping, Participant loan processing, Other services | $20,292 |
| Wilshire Associates Inc. | Named fiduciary | $1,636 |