Policy Services Company Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Policy Services Company Llc · EIN 471749958 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 330
- With balances
- 295
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $36,509 |
| Associated Pension Consultants | Contract administrator, Direct payment from the plan, Other services | $4,061 |
| Mml Investors Services Llc | Investment advisory (plan), Other fees | $0 |