Preservation Management, Inc. 401(k) Profit Sharing Plan
Sponsored by Preservation Management, Inc. · EIN 010460929 · Plan #001
- Total assets
- $7.6M
- Net assets
- $7.6M
- Active participants
- 324
- With balances
- 290
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 |
|---|---|---|
| Valmark Advisers Inc CRD 108050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $36,528 |
| Valmark Advisers Inc | Investment advisory (plan) | $19,470 |
| Downeast Pension Services Inc | Contract administrator | $1,800 |
| Caron And Bletzer Pllc | Accounting | $0 |