Positive Promotions 401(k) Savings Plan
Sponsored by Positive Promotions, Inc. · EIN 131968593 · Plan #003
- Total assets
- $17.5M
- Net assets
- $17.4M
- Active participants
- 856
- With balances
- 259
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 |
|---|---|---|
| Cfm Advisors Inc CRD 111581 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cep Consultants, Inc | Recordkeeping fees | $40,779 |
| Cfm Advisors Inc | Investment advisory (participants) | $19,618 |
| Charles Schwab Trust Bank | Recordkeeping fees | $0 |