AUMdb

Prime Buchholz Llc 401(k) Profit Sharing Plan

Sponsored by Prime Buchholz Llc · EIN 020426421 · Plan #001

Total assets
$70.9M
Net assets
$70.9M
Active participants
140
With balances
179

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $8,978
Reliance Custodial (securities), Shareholder servicing fees $0