AUMdb

Public Consulting Group Llc 401(k) Profit Sharing Plan

Sponsored by Public Consulting Group Llc · EIN 042942913 · Plan #001

Total assets
$311M
Net assets
$311M
Active participants
2,182
With balances
2,975

Plan year beginning 07/01/2024 · 401(k)

Linked investment advisers

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

Firm Match Plan year
Salem Advisory Group Llc CRD 145697 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Schwab Retirement Plan Services,Inc Recordkeeping, Direct payment from the plan, Recordkeeping fees $237,129
Sage Advisory Group Investment management, Direct payment from the plan $69,232