AUMdb

Positive Beginnings, Inc. Profit Sharing Plan

Sponsored by Positive Beginnings, Inc. · EIN 113420515 · Plan #001

Total assets
$18.7M
Net assets
$18.7M
Active participants
178
With balances
292

Plan year beginning 07/01/2024 · 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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $31,080
Voya Retirement Ins And Annuity Co Other services $0