AUMdb

Premier Real Estate Management, Llc Salary Savings Plan

Sponsored by Premier Real Estate Management, Llc · EIN 391872177 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
317
With balances
127

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
Rbc Capital Markets, Llc CRD 31194 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 fuzzy_auto · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Rbc Capital Markets Llc Investment advisory (plan) $24,420
Empower Annuity Ins. Co. Of America Recordkeeping fees $15,419
Sikich Llp Contract administrator $13,707
Empower Advisory Goup, Llc Investment management $2,579
Sva Certified Public Accountants Sc Other fees $1,183
Rbc Capital Markets Llc Other commissions $0