AUMdb

Personal Enrichment Through Mental Health Services, Inc. Retirement Plan

Sponsored by Personal Enrichment Through Mental Health Services, Inc. · EIN 593153549 · Plan #004

Total assets
$5.4M
Net assets
$5.4M
Active participants
202
With balances
111

Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)

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
Newport Group, Inc. Recordkeeping $8,415
Valic Investment advisory (participants), Participant loan processing, Direct payment from the plan $6,572