AUMdb

Pma Retirement Savings Plan

Sponsored by Pietrantoni Mendez & Alvarez Llc · EIN 660488206 · Plan #002

Total assets
$43.0M
Net assets
$43.0M
Active participants
87
With balances
169

Plan year beginning 09/01/2024 · 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).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Bppr Popular Fiduciary Services Trustee (institutional), Recordkeeping fees $0