Puretec Industrial Water 401(k) Plan
Sponsored by J. Harris Industrial Water Treatment, Inc. · EIN 770116833 · Plan #002
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 153
- With balances
- 124
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning, Inc. | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $38,161 |
| At Retirement Services, Llc | Claims processing, Recordkeeping, Custodial (other) | $17,274 |