Provident Realty Advisors, Inc. 401(k) Savings Plan
Sponsored by Provident Realty Advisors Inc. · EIN 752784992 · Plan #001
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 208
- With balances
- 140
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 |
|---|---|---|
| Raymond James Financial Services Advisors, Inc CRD 149018 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Raymond James Financial Services Ad | Investment advisory (plan) | $32,781 |
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $13,031 |
| Definiti, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $10,067 |