Pec Solutions, Llc Profit Sharing And 401(k) Plan
Sponsored by Pec Solutions Llc · EIN 061635069 · Plan #001
- Total assets
- $50.7M
- Net assets
- $50.7M
- Active participants
- 344
- With balances
- 481
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 |
|---|---|---|
| Advanced Capital Group, Inc. CRD 109673 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Claims processing, Recordkeeping, Participant loan processing | $48,824 |
| Advanced Capital Group | Investment advisory (plan), Other investment fees and expenses | $35,928 |
| Newport Trust Company | Trustee (discretionary), Trustee (directed) | $33,748 |