Premier Automation Holdings Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Premier Automation Holdings Inc. · EIN 204309879 · Plan #001
- Total assets
- $19.5M
- Net assets
- $19.5M
- Active participants
- 150
- With balances
- 181
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services | Investment advisory (plan) | $46,038 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $4,480 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |