The Platinum 401(k) Retirement Savings Plan
Sponsored by Plan Fiduciary Services, Inc. · EIN 273523833 · Plan #004
- Total assets
- $97.4M
- Net assets
- $97.4M
- Active participants
- 10,921
- With balances
- 3,454
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 |
|---|---|---|
| Onedigital Investment Advisors Llc CRD 106766 | fuzzy_auto · 95% | 2024 |
| Souders Financial Advisors, Llc CRD 296780 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| American Pension Services, Llc | Consulting (pension), Distribution (12b-1) fees, Participant loan processing | $805,730 |
| John Hancock Life Insurance Company | Recordkeeping | $55,688 |
| Onedigital Investments | Investment advisory (participants) | $0 |
| Souders Financial Advisors Llc | Investment advisory (participants) | $0 |
| Lpl Financial Llc Rpcp | Investment advisory (participants) | $0 |
| Raymond James & Associates | Investment advisory (participants) | $0 |