Professional Building Systems, Inc. 401(k) Plan
Sponsored by Professional Building Systems, Inc. · EIN 233038127 · Plan #001
- Total assets
- $15.2M
- Net assets
- $15.2M
- Active participants
- 938
- With balances
- 541
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 Financial Advisor Group Llc CRD 322212 | fuzzy_auto · 94% | 2024 |
| Newsquare Capital, Llc CRD 152430 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement, Llc | Claims processing, Contract administrator, Recordkeeping | $50,537 |
| Creative Financial Group | Investment advisory (plan), Investment management fees (direct) | $41,431 |
| Newsquare Capital, Llc | Investment management, Investment management fees (direct) | $0 |