Prince Industries, Inc. 401(k) Profit Sharing Plan
Sponsored by Prince Industries Llc · EIN 362875547 · Plan #001
- Total assets
- $19.8M
- Net assets
- $19.8M
- Active participants
- 350
- With balances
- 235
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Christensen Group Financial Llc | Investment advisory (plan) | $36,572 |
| Gallagher Fiduciary Advisors Llc | Investment advisory (plan) | $14,551 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $2,062 |