Princeton Acquisition, Llc 401(k) Plan
Sponsored by Princeton Acquisition, Llc · EIN 383574888 · Plan #001
- Total assets
- $9.3M
- Net assets
- $9.3M
- Active participants
- 578
- With balances
- 585
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 |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $76,721 |
| The Benefit Advantage, Inc. | Contract administrator, Direct payment from the plan, Other services | $14,407 |
| Schechter Investment Advisors, Llc | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |