Performance Services, Inc. Thrift Plan
Sponsored by Performance Services, Inc. · EIN 352047928 · Plan #001
- Total assets
- $52.2M
- Net assets
- $52.2M
- Active participants
- 286
- With balances
- 346
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 |
|---|---|---|
| Voya Retirement Advisors, Llc CRD 3989 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance & Annuity | Recordkeeping fees | $108,180 |
| Voya Retirement Advisors, Llc | Investment advisory (participants) | $17,080 |
| Osaic Wealth, Inc. | Other commissions | $0 |
| Morningstar | Investment advisory (plan) | $0 |