Process Equipment & Service Company, Inc. 401(k) Plan
Sponsored by Process Equipment & Service Company, Inc. · EIN 850237928 · Plan #001
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 332
- With balances
- 374
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Guided Capital Wealth Management, Llc CRD 310056 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $57,030 |
| Guided Capital Wealth | Investment advisory (plan) | $40,602 |
| Map Retirement Usa Llc | Contract administrator, Other fees | $14,801 |
| Clifton Larson Allen Wealth Advisor | Other fees | $10,329 |
| Leafhouse Financial Advisors, Llc | Other fees | $6,291 |