AUMdb

Retirement Plan For Employees Of Pearl River Valley Electric Power Association

Sponsored by Pearl River Valley Electric Power Association · EIN 640219645 · Plan #001

Total assets
$60.9M
Net assets
$60.9M
Active participants
118
With balances
0

Plan year beginning 09/01/2024

Linked investment advisers

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

Firm Match Plan year
Magnolia Capital Advisors Llc CRD 298398 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Magnolia Capital Advisors Investment management $239,453
Aetna Life Insurance Company Trustee (institutional), Investment management $8,971