Pmg Retirement Savings Plan
Sponsored by Capital Personnel Services, Inc. Dba Pmg · EIN 742241256 · Plan #001
- Total assets
- $3.9M
- Net assets
- $3.9M
- Active participants
- 297
- With balances
- 87
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Norton Retirement Services Inc. | Recordkeeping | $3,486 |
| Nationwide | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $2,869 |
| One America Securities, Inc. | Investment management fees (indirect) | $0 |