Prime Holdings Insurance Services, Inc. 401(k) Profit Sharing Plan
Sponsored by Prime Holdings Insurance Services, Inc. · EIN 363868204 · Plan #001
- Total assets
- $23.1M
- Net assets
- $23.1M
- Active participants
- 232
- With balances
- 258
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial | Investment advisory (plan) | $47,996 |
| Empower Annuity Insurance Company | Recordkeeping fees, Securities brokerage, Investment management | $24,668 |
| Apa Benefits, Inc. | Contract administrator | $3,000 |