5 W Public Relations 401(k) Plan
Sponsored by 5 W Public Relations · EIN 223887007 · Plan #001
- Total assets
- $0
- Net assets
- $0
- Active participants
- 0
- With balances
- 0
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 |
|---|---|---|
| Cfs Investment Advisory Services Llc CRD 106577 | fuzzy_auto · 98% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | 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 | $69,679 |
| Associated Pension Consultants, Inc | Contract administrator, Direct payment from the plan, Other services | $1,740 |
| Cfs Investment Advisory Services Ll | Investment advisory (plan), Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |