People Technology And Processes Llc 401 K Profit Sharing Plan And Trust
Sponsored by People Technology And Processes Llc · EIN 274171805 · Plan #002 · Tampa, FL
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 228
- With balances
- 188
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 |
|---|---|---|
| Paychex Inc | Recordkeeping | $18,925 |
| Raymond James And Assoc Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $14,182 |
| Skibbie Cpa, Inc | Accounting, Direct payment from the plan | $7,500 |
| Oneamerica Retirement Services Llc | Plan administrator, Named fiduciary | $5,303 |
| American United Life Insurance Co | Recordkeeping, Other insurance wrap fees, Participant loan processing | $1,762 |