AUMdb

Pro Search, Inc. Employee Stock Ownership 401(k) Plan

Sponsored by Pro Search, Inc. · EIN 010486313 · Plan #003

Total assets
Net assets
Active participants
38
With balances
51

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
Steward Partners Investment Advisory, Llc CRD 283004 fuzzy_auto · 99% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Steward Partners Investment Advisor Investment advisory (plan) $6,042
Blue Ridge Esop Associates Contract administrator $2,155
Empower Annuity Insurance Company Recordkeeping fees $354