AUMdb

Pvs Chemicals, Inc. 401(k) Profit Sharing Plan

Sponsored by Pvs · EIN 381226669 · Plan #012

Total assets
$158M
Net assets
$158M
Active participants
1,297
With balances
1,303

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
Gregory J. Schwartz & Co., Inc. CRD 7294 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Schwartz & Co Investment advisory (plan) $87,101
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees -$93,812