AUMdb

Prent Corporation Employees' Profit Sharing Plan

Sponsored by Prent Corporation · EIN 391082406 · Plan #001

Total assets
$49.4M
Net assets
$49.4M
Active participants
419
With balances
390

Plan year beginning 08/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Choreo, Llc CRD 111221 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Newport Group, Inc. Recordkeeping, Sub-transfer agency fees, Participant loan processing $57,065
Choreo, Llc Investment advisory (participants), Investment advisory (plan) $46,265
Newport Trust Company Trustee (institutional) $8,731