Psych Associates Group Llc 401(k) Profit Sharing Plan
Sponsored by Psych Associates Group Llc · EIN 871340549 · Plan #001
- Total assets
- $6.4M
- Net assets
- $6.4M
- Active participants
- 173
- With balances
- 213
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $27,316 |
| Sfg Wealth Managment | Other fees | $10,530 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $7,758 |
| Pollard & Associates Inc | Contract administrator | $1,050 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Managment | Investment advisory (participants), Consulting fees | $0 |