AUMdb

Practicetek Purchaser, Llc 401(k) Plan

Sponsored by Practicetek Purchaser, Llc · EIN 854036011 · Plan #001

Total assets
$4.0M
Net assets
$4.0M
Active participants
294
With balances
326

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Erisa Services, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $14,917
Transamerica Life Insurance Co Recordkeeping, Participant loan processing, Investment management fees (indirect) $13,463
Mml Investors Services Llc Investment advisory (plan) $6,406