Primary Aim, Llc Retirement Savings Plan
Sponsored by Primary Aim, Llc · EIN 311669790 · Plan #001
- Total assets
- $6.7M
- Net assets
- $6.7M
- Active participants
- 236
- With balances
- 102
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 |
|---|---|---|
| Park National Bank | Recordkeeping, Trustee (institutional) | $60,699 |
| Rea & Associates, Inc. | Accounting | $16,406 |