The Psmc Companies 401(k) And Profit Sharing Plan
Sponsored by Morris & Ritchie Associates, Inc. · EIN 521154966 · Plan #001
- Total assets
- $71.1M
- Net assets
- $71.1M
- Active participants
- 848
- With balances
- 994
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 |
|---|---|---|
| Greenspring Advisors, Llc CRD 132669 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $76,733 |
| Greenspring Advisors Llc | Investment advisory (plan) | $41,216 |