Partner Engineering And Science 401(k) Plan
Sponsored by Partner Assessment Corporation Dba Partner Engineering And Science · EIN 208264379 · Plan #001
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 1,253
- With balances
- 1,379
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $85,003 |
| Wells Fargo Clearing Services, Llc | Accounting, Investment advisory (plan), Insurance brokerage commissions | $50,000 |
| Baker Tilly Us Llp | Accounting, Direct payment from the plan | $15,000 |