AUMdb

Pci Energy Solutions A.K.A. Power Costs, Inc. 401(k) Plan

Sponsored by Pci Energy Solutions A.K.A. Power Costs, Inc. · EIN 731408922 · Plan #001

Total assets
$45.2M
Net assets
$45.2M
Active participants
223
With balances
316

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
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Robertson & Robertson, Pllc Consulting (general) $9,200
Legacy Asset Management Consulting (general) $5,500
Strategic Advisors, Inc. Investment advisory (plan) $5,303
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $1,714