AUMdb

P.R.O.C.E.E.D. Inc. 401(k) Plan

Sponsored by P.R.O.C.E.E.D. Inc. · EIN 222088378 · Plan #001

Total assets
$7.1M
Net assets
$7.1M
Active participants
64
With balances
117

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
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Shareholder servicing fees, Recordkeeping $29,517
Adp Broker Dealer Other services, Other fees $0