Principle Choice Solutions, Llc 401(k) Plan
Sponsored by Principle Choice Solutions, Llc · EIN 472275889 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 710
- With balances
- 222
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $26,718 |
| Rbc Capital Markets Llc | Investment advisory (plan) | $13,481 |
| Pension Administrators Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,325 |