Primeritus Financial Services, Inc. 401(k) Profit Sharing Plan
Sponsored by Primeritus Financial Services, Inc. · EIN 454418687 · Plan #001
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 189
- With balances
- 279
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $38,792 |
| Access Retirement Services | Contract administrator | $19,882 |
| Lbmc Pc | Accounting | $14,000 |
| Janney Montgomery Scott Llc | Accounting | $7,338 |
| July Business Services | Contract administrator | $1,400 |
| Empower Advisory Group, Llc | Investment management | $1,204 |