Pennsylvania Counseling Services, Inc. Profit Sharing 401(k) Plan
Sponsored by Pennsylvania Counseling Services, Inc. · EIN 251776663 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 377
- With balances
- 285
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 |
|---|---|---|
| Osaic Wealth, Inc. CRD 23131 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Osaic Wealth Inc | Investment advisory (plan) | $20,619 |
| Rkl Llp | Accounting | $9,850 |
| Captial Group Retirement Plan Svcs | Recordkeeping fees | $4,387 |