P&M Holding Group, Llp Cash Balance Plan
Sponsored by P&M Holding Group, Llp · EIN 381357951 · Plan #006
- Total assets
- $91.0M
- Net assets
- $91.0M
- Active participants
- 365
- With balances
- 0
Plan year beginning 07/01/2024 · Covers self-employed individuals
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 |
|---|---|---|
| Charles Schwab Trust Bank | Investment management | $22,816 |