Pda 401(k) Plan
Sponsored by Product Development Associates, Inc. · EIN 411791080 · Plan #001
- Total assets
- $11.1M
- Net assets
- $11.1M
- Active participants
- 146
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Financial Life Insuran | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $64,424 |
| Merrill Lynch Life Agency, Inc | Investment advisory (plan) | $48,910 |
| Tax Sheltered Compensation, Inc | Recordkeeping, Participant loan processing, Recordkeeping fees | $1,875 |