Protiviti Inc. 401 K And Profit Sharing Plan
Sponsored by Protiviti Inc · EIN 043661951 · Plan #001
- Total assets
- $814M
- Net assets
- $814M
- Active participants
- 4,976
- With balances
- 6,346
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
| Northwest Capital Management Inc CRD 108091 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Strategic Advisors, Inc. | Investment advisory (plan) | $223,189 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $204,653 |
| Armanino Llp | Accounting | $25,148 |
| Northwest Capital Management, Inc. | Investment advisory (plan) | $14,925 |