AUMdb

Pharos Systems International, Inc. 401(k) Savings Plan

Sponsored by Pharos Systems International, Inc. · EIN 113645918 · Plan #001

Total assets
$11.7M
Net assets
$11.7M
Active participants
57
With balances
95

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
Commonwealth Equity Services, Llc CRD 8032 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Commonwealth Financial Network Investment advisory (plan) $17,652
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $14,666