AUMdb

Prevailing Pooled Employer Plan

Sponsored by Prevailing Asset Management Llc · EIN 900713048 · Plan #002

Total assets
$27.8M
Net assets
$27.8M
Active participants
1,462
With balances
1,580

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Novus Named fiduciary $177,551
Epic Retirement Plan Services Recordkeeping, Participant loan processing, Participant communication $43,449