AUMdb

Priority Hr Retirement Savings Plan

Sponsored by Priority Hr I Llc · EIN 453700838 · Plan #001

Total assets
$3.3M
Net assets
$3.3M
Active participants
246
With balances
114

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Charles Schwab Bank Custodial (securities), Trustee (directed), Participant loan processing $268