The Prophet Corporation Tax Deferred Savings Plan & Trust
Sponsored by The Prophet Corporation · EIN 411362423 · Plan #002
- Total assets
- $10.7M
- Net assets
- $10.7M
- Active participants
- 157
- With balances
- 192
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 |
|---|---|---|
| Christensen Group Financial, Llc CRD 318144 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $34,976 |
| Christensen Group Financial Llc | Investment advisory (plan) | $24,364 |