Power Services Group 401(k) Plan
Sponsored by Power Services Group, Inc. · EIN 871080420 · Plan #001
- Total assets
- $34.2M
- Net assets
- $34.2M
- Active participants
- 455
- With balances
- 333
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| John Hancock Usa | Recordkeeping, Investment management, Sub-transfer agency fees | $41,633 |
| Creative Planning, Inc. | Investment advisory (participants) | $40,831 |