AUMdb

Power & Telephone Supply Company 401(k) Plan

Sponsored by Power & Telephone Supply Company · EIN 620694520 · Plan #003

Total assets
$97.0M
Net assets
$97.0M
Active participants
283
With balances
356

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
Argent Retirement Plan Advisors, Llc CRD 165031 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Argent Retirement Plan Advisors Llc Investment advisory (plan) $51,987
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $33,165