AUMdb

Prwt Services 401(k) Plan

Sponsored by Prwt Services, Inc. · EIN 232528512 · Plan #001

Total assets
$8.7M
Net assets
$8.7M
Active participants
453
With balances
580

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
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Admin. Group, Llc Dba Tag Resources Recordkeeping, Participant loan processing, Recordkeeping fees $38,036
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $31,201
Equitable Advisors Llc Investment advisory (plan) $23,887
Penn Investment Advisors Investment advisory (plan) $16,140