Price Edwards & Company Savings & Retirement Plan
Sponsored by Price Edwards & Company · EIN 731322410 · Plan #001
- Total assets
- $15.3M
- Net assets
- $15.3M
- Active participants
- 115
- With balances
- 241
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 |
|---|---|---|
| Slavic Mutual Funds Management Corp. CRD 113833 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Slavic Integrated Administration | Recordkeeping, Participant loan processing, Participant communication | $40,725 |
| Slavic Mutual Fund Managment Corp | Investment management, Investment management fees (direct) | $33,347 |