Retirement Income Security Plan Propio Ls, Llc
Sponsored by Propio Ls, Llc · EIN 463268968 · Plan #003
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 197
- With balances
- 251
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 |
|---|---|---|
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Recordkeeping | $14,693 |
| Healthequity Retirement Services, L | Claims processing, Plan administrator, Investment advisory (plan) | $11,781 |
| Matrix Trust Company | Custodial (securities), Participant loan processing, Direct payment from the plan | $830 |