AUMdb

Pearl City Elevator, Inc. 401(k) Profit Sharing Plan

Sponsored by Pearl City Elevator, Inc. · EIN 361608730 · Plan #001

Total assets
$8.2M
Net assets
$8.2M
Active participants
123
With balances
163

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
Midland States Bank Trustee (institutional), Participant communication, Recordkeeping fees $37,419
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $2,296
Charles Schwab & Co., Inc. Shareholder servicing fees $0