Porter Leath 401(k) Plan
Sponsored by Porter Leath · EIN 581409385 · Plan #002
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 310
- With balances
- 246
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Default investment account (QDIA)
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 |
|---|---|---|
| Renasant Bank | Trustee (institutional), Investment advisory (plan) | $50,812 |
| Epic Retirement Plan Services | Recordkeeping, Participant communication | $9,206 |