P10 401(k) Profit Sharing Plan
Sponsored by P10 Holdings, Inc. · EIN 742961657 · Plan #001
- Total assets
- $28.3M
- Net assets
- $28.3M
- Active participants
- 180
- With balances
- 240
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 |
|---|---|---|
| Embree Financial Group CRD 108233 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Embree Financial Group | Investment management | $93,535 |
| Retirement Plan Consultants, Inc. | Participant loan processing, Direct payment from the plan, Distribution (12b-1) fees | $13,676 |