Public Policy Holding Company, Inc. 401(k) Plan
Sponsored by Public Policy Holding Company, Inc. · EIN 873557229 · Plan #001
- Total assets
- $39.3M
- Net assets
- $39.3M
- Active participants
- 334
- With balances
- 289
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $223,068 |
| Coastal Pension Services, Inc | Contract administrator, Direct payment from the plan, Other services | $8,532 |
| Raymond James Insurance Group, Inc. | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |