Porter Starke Services, Inc. 401(k) Profit Sharing Plan
Sponsored by Porter Starke Services, Inc. · EIN 351330771 · Plan #001
- Total assets
- $21.0M
- Net assets
- $21.0M
- Active participants
- 376
- With balances
- 448
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 |
|---|---|---|
| Hightower Advisors, Llc CRD 145323 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Hightower Advisors Llc | Investment advisory (plan) | $65,155 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $29,656 |
| Futureplan By Ascensus | Recordkeeping, Participant loan processing, Recordkeeping fees | $9,074 |