Presidio Employee Co Llc 401(k) Plan
Sponsored by Presidio Employee Co Llc · EIN 825116779 · Plan #001
- Total assets
- $9.8M
- Net assets
- $9.7M
- Active participants
- 121
- With balances
- 117
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 |
|---|---|---|
| Transamerica Fin. Life Ins. Co. | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $37,667 |
| Pinnacle Financial Services Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $3,450 |
| Mesirow Financial, Inc. | Investment advisory (plan) | $1,765 |