Privilege Underwriters, Inc. 401(k) Plan
Sponsored by Privilege Underwriters, Inc. · EIN 841699173 · Plan #001
- Total assets
- $169M
- Net assets
- $169M
- Active participants
- 1,133
- With balances
- 1,355
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 |
|---|---|---|
| Park Avenue Securities Llc CRD 46173 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Park Avenue Securities | Investment advisory (plan) | $100,299 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $83,590 |
| Eisneramper Llp | Accounting | $33,075 |