AUMdb

First Supply Llc Retirement Plan

Sponsored by Prometheus Group, Inc. · EIN 390414790 · Plan #003

Total assets
$64.4M
Net assets
$64.4M
Active participants
710
With balances
800

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

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
Trust Point Inc Recordkeeping, Trustee (institutional), Trustee (discretionary) $169,317
Wipfli Accounting $16,000