AUMdb

Priority Power Management, Llc 401(k) Plan

Sponsored by Priority Power Management, Llc · EIN 752919300 · Plan #001 · Arlington, TX

Total assets
$27.4M
Net assets
$27.4M
Active participants
213
With balances
238

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
Ubs Financial Services Inc. CRD 8174 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $114,442
Pension Resources Corporation Other services, Other fees $0
Ubs Financial Services Inc Investment advisory (plan), Other fees $0