AUMdb

Prudential Lighting Profit Sharing Plan And Trust

Sponsored by Prudential Lighting Corp. · EIN 951851553 · Plan #001

Total assets
$57.6M
Net assets
$57.6M
Active participants
139
With balances
161

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Creative Planning Institutional Advisors, Llc CRD 126777 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Sageview Advisory Group Llc Consulting (general), Consulting (pension), Investment advisory (plan) $69,293
Empower Annuity Insurance Company O Contract administrator, Other services, Account maintenance fees $32,240