AUMdb

Pic Group, Inc. 401(k) Wealth Accumulation Plan

Sponsored by Pic Group, Inc. · EIN 621409871 · Plan #002

Total assets
$38.2M
Net assets
$38.2M
Active participants
326
With balances
400

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
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $52,521
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees $43,075
Moore Colson Recordkeeping, Consulting (pension), Direct payment from the plan $19,706
Adp Broker Dealer Other services, Other fees $0