AUMdb

Prestige Employee Administrators Retirement Savings Plan

Sponsored by Prestige Employee Administrators, Inc. · EIN 871231461 · Plan #333

Total assets
$558M
Net assets
$558M
Active participants
10,980
With balances
9,505

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
Iht Wealth Management Llc CRD 171481 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Slavic Integrated Administration Recordkeeping, Participant loan processing, Participant communication $899,861
Bks Financial Investments, Llc Investment advisory (plan), Direct payment from the plan $110,646
Iht Wealth Management Llc Investment advisory (plan), Direct payment from the plan $41,377
Signature Securities Group Investment advisory (plan), Direct payment from the plan $8,488