P & S And Related Entities 401(k) Plan
Sponsored by P & S Investment Company, Inc. · EIN 391372431 · Plan #002
- Total assets
- $12.3M
- Net assets
- $12.3M
- Active participants
- 270
- With balances
- 385
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $24,038 |
| Empower Annuity Insurance Company | Recordkeeping fees | $17,491 |
| Peak Retirement Group Dba Tg Benefi | Contract administrator | $12,983 |
| Empower Advisory Group Llc | Investment management | $1,100 |
| Empower Financial Services, Inc. | Securities brokerage | $20 |