Porsche Employees' Retirement Plan
Sponsored by Porsche Business Services, Inc. · EIN 364110345 · Plan #001
- Total assets
- $35.6M
- Net assets
- $35.6M
- Active participants
- 8
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Invesco Advisers, Inc. CRD 105360 | fuzzy_auto · 98% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Invesco Advisors, Inc. | Investment management, Direct payment from the plan, Investment management fees (direct) | $134,390 |
| Jp Morgan Chase Bank N.A. | Trustee (institutional), Investment management, Direct payment from the plan | $20,000 |