AUMdb

Pt Solutions Holdings, Llc 401(k) Plan

Sponsored by Pt Solutions Holdings, Llc · EIN 202092663 · Plan #001

Total assets
$65.4M
Net assets
$65.4M
Active participants
5,066
With balances
2,814

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
John Hancock Life Insurance Company Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $329,780
Financial Consulting Group Accounting $27,182
Fidelity Investments Institutional Sub-transfer agency fees, Recordkeeping fees, Account maintenance fees $825