Philadelphia Management Co. 401(k) Plan
Sponsored by Roosevelt, Inc. · EIN 232321666 · Plan #001
- Total assets
- $15.8M
- Net assets
- $15.8M
- Active participants
- 233
- With balances
- 173
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 |
|---|---|---|
| Stalker & Associates, Inc. | Contract administrator, Direct payment from the plan, Other services | $3,000 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $2,381 |