AUMdb

Plm Savings Plan

Sponsored by Pennsylvania Lumbermens Mutual Insurance Company · EIN 230959220 · Plan #002

Total assets
$46.4M
Net assets
$46.4M
Active participants
166
With balances
258

Plan year beginning 05/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Trustee (directed), Participant loan processing $18,060
Vanguard Advisers Inc. Investment advisory (participants) $10,623