Pmta/Ila Defined Contribution Pension Plan
Sponsored by Pmta/Ila Defined Contribution Pension Plan · EIN 236534704 · Plan #002
- Total assets
- $150M
- Net assets
- $150M
- Active participants
- 968
- With balances
- 1,183
Plan year beginning 01/01/2024 · Profit-sharing, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ila Benefit Fund Office | Plan administrator, Direct payment from the plan | $94,493 |
| Strategic Advisors | Investment advisory (plan), Investment management fees (direct) | $35,556 |
| Cozen O'conner | Legal, Direct payment from the plan | $15,000 |
| Spear Wilderman | Legal, Direct payment from the plan | $15,000 |
| Bridgeway Benefit Technologies Llc | Recordkeeping, Direct payment from the plan | $14,262 |
| Fischer Dorwart, P.C. | Accounting, Direct payment from the plan | $8,500 |
| Fidelity Investments Institutional | Direct payment from the plan, Recordkeeping fees, Account maintenance fees | -$104,375 |