People Premier 401(k) Retirement Plan
Sponsored by Cd Peo Plus, Llc · EIN 593634172 · Plan #333
- Total assets
- $4.0M
- Net assets
- $4.0M
- Active participants
- 272
- With balances
- 144
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Recordkeeping, Participant loan processing | $11,704 |
| Proaccount | Investment advisory (participants) | $7,699 |
| Nationwide | Recordkeeping, Participant loan processing | $2,006 |
| Nationwide Retirement Plans | Recordkeeping, Participant loan processing | $585 |
| Ameriprise Financial Services Llc | Investment management, Shareholder servicing fees | $0 |
| Ameriprise Financial Services Llc | Investment management, Shareholder servicing fees | $0 |
| Ameriprise Financial Services | Investment management, Shareholder servicing fees | $0 |
| Ameriprise Financial Services | Investment management, Shareholder servicing fees | $0 |