Ppic 401(k) Safe Harbor Plan
Sponsored by Patriot Power Investment Corporation · EIN 271061316 · Plan #002
- Total assets
- $9.5M
- Net assets
- $9.4M
- Active participants
- 110
- With balances
- 141
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $34,567 |
| Empower Advisory Group, Llc | Investment management | $14,717 |
| Blue Ridge Esop Assoociaties | Contract administrator | $10,660 |
| Leafhouse Financial Advisors, Llc | Other fees | $4,388 |
| Nylife Securities Llc | Other commissions | $0 |
| Empower Financial Services | Shareholder servicing fees | $0 |