Primo Retirement Savings Plan
Sponsored by Primo Water Holdings Inc · EIN 582020185 · Plan #001
- Total assets
- $372M
- Net assets
- $372M
- Active participants
- 5,828
- With balances
- 5,530
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees, Recordkeeping, Direct payment from the plan | $284,518 |
| Sageview Advisory Group Llc | Investment advisory (plan), Investment management | $201,770 |
| Cbiz Cpas Pc | Accounting | $27,300 |