Retirement Accumulation Plan For Partners Of Pwc
Sponsored by Pwc Us Group Llp · EIN 920400838 · Plan #005
- Total assets
- $2.7B
- Net assets
- $2.6B
- Active participants
- 3,754
- 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).
| Firm | Match | Plan year |
|---|---|---|
| Parametric Portfolio Associates Llc CRD 114310 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Parametric Portfolio Assoc. | Investment management, Investment management fees (direct) | $48,898 |