AUMdb

Priestly Fraternity Of Saint Peter 401 K Profit Sharing Plan & Trust

Sponsored by Priestly Fraternity Of Saint Peter, Inc. · EIN 061271475 · Plan #001

Total assets
$7.8M
Net assets
$7.8M
Active participants
165
With balances
144

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
Lance E. Peters Investment advisory (plan) $29,553
Empower Annuity Ins. Co. Of America Recordkeeping fees $27,066
R. P. Mills Associates, Inc. Contract administrator $0