Pharma Bio Serv Pr, Inc. Retirement Plan
Sponsored by Pharma Bio Serv Pr, Inc. · EIN 660549685 · Plan #002
- Total assets
- $4.8M
- Net assets
- $4.7M
- Active participants
- 52
- With balances
- 74
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 |
|---|---|---|
| Stonecrest Advisors, Inc. CRD 142095 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stonecrest Advisors, Inc. | Investment advisory (plan) | $19,626 |
| Empower Annuity Ins. Co. Of America | Recordkeeping fees | $10,621 |
| Leaf House Financial Advisors Llc | Investment advisory (plan) | $2,180 |
| Empower Advisory Group, Llc | Investment management | $1,007 |