Providence Management Company, Llc Retirement Plan
Sponsored by Providence Management Company, Llc · EIN 364334227 · Plan #003
- Total assets
- $4.7M
- Net assets
- $4.6M
- Active participants
- 70
- With balances
- 125
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners | Investment advisory (participants) | $10,737 |
| John Hancock Usa | Recordkeeping, Investment management, Shareholder servicing fees | $1,506 |