AUMdb

403(b) Thrift Plan For The The Pennsylvania Society For Prevention Of Cruel

Sponsored by The Pennsylvania Society For Prevention Of Cruel · EIN 231352269 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
170
With balances
180

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 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 $12,899
Great West Life & Annuity Ins. Co. Recordkeeping fees, Other fees $11,536
Alliant Insurance Services, Inc. Contract administrator, Investment advisory (plan), Other services $4,985
Alliant Insurance Services Contract administrator, Investment advisory (plan) $3,676
Empower Advisory Group, Llc Investment management $879