Pure Source, Llc Retirement Plan
Sponsored by Pure Source, Llc · EIN 650588961 · Plan #001
- Total assets
- $4.2M
- Net assets
- $4.2M
- Active participants
- 110
- With balances
- 113
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 |
|---|---|---|
| Provenance Wealth Advisors, Llc CRD 126529 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Provenance Wealth Advisors Llc | Investment advisory (plan) | $17,205 |
| Rosaline Mendoza Cpa Pa | Accounting | $5,500 |
| Definiti, Llc | Contract administrator | $1,900 |
| Empower Annuity Insurance Company | Recordkeeping fees | $765 |