AUMdb

Premier Housing Management 401(k) Plan

Sponsored by Premier Housing Management, Llc · EIN 273531707 · Plan #001

Total assets
$2.2M
Net assets
$2.2M
Active participants
109
With balances
186

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
Transamercia Financial Life Insuran Recordkeeping, Participant loan processing, Investment management fees (indirect) $6,596
Tax Sheltered Compensation, Inc. Recordkeeping, Participant loan processing, Recordkeeping fees $1,875
John Hancock Life Insurance Co Recordkeeping, Investment management, Sub-transfer agency fees $1,150
Mesirow Financial, Inc. Investment advisory (plan) $144