AUMdb

Prestige Employee Administrators Retirement Savings Plan

Sponsored by Prestige Employee Administrators, Inc. · EIN 113448580 · Plan #333

Total assets
$342
Net assets
$342
Active participants
0
With balances
0

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
Ameritas Life Insurance Corp Claims processing, Contract administrator, Recordkeeping $1,061,596
Prestige Employee Administrators, I Claims processing, Recordkeeping, Participant loan processing $104,617
Iht Wealth Management Llc Securities brokerage, Direct payment from the plan, Securities brokerage commissions $95,589
Bks Financial Statements Llc Consulting (pension), Investment advisory (participants), Investment advisory (plan) $74,894
Signature Securities Group Investment advisory (plan), Investment management fees (direct) $38,498
Charles Schwab Bank Custodial (securities), Securities brokerage, Participant loan processing $36,944
Lpl Financial Llc Securities brokerage, Direct payment from the plan, Securities brokerage commissions $12,554
Equitable Advisors, Llc Securities brokerage, Direct payment from the plan, Securities brokerage commissions $9,928
Private Advisor Group Llc Securities brokerage, Direct payment from the plan, Securities brokerage commissions $1,786