P5 Strategies, Llc 401(k) Profit Sharing Plan
Sponsored by P5 Strategies, Llc · EIN 844249008 · Plan #001
- Total assets
- $18.9M
- Net assets
- $18.9M
- Active participants
- 137
- With balances
- 190
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 |
|---|---|---|
| Alliancebernstein Corporation CRD 107445 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Bernstein Lp | Investment advisory (plan) | $46,292 |
| Empower Annuity Insurance Company | Recordkeeping fees | $14,898 |
| Ascensus Holdings Inc. Dba Futurepl | Contract administrator | $2,295 |