Pt Services Delaware Llc 401(k) Plan
Sponsored by Pt Services Delaware Llc · EIN 371907008 · Plan #001
- Total assets
- $1.8M
- Net assets
- $1.8M
- Active participants
- 295
- With balances
- 107
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $1,678 |
| Morningstar Retirement Manager | Investment advisory (participants), Investment advisory (plan), Investment management | $540 |