P & M Holding Group, Llp & Affiliated Entities Pension Plan
Sponsored by P & M Holding Group, Llp · EIN 381357951 · Plan #004
- Total assets
- $250M
- Net assets
- $250M
- Active participants
- 1,131
- With balances
- 1,474
Plan year beginning 07/01/2024 · Age/service weighted or new comparability, Money purchase, ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Fiducient Advisors Llc CRD 106720 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $68,334 |
| Moss Adams, Llp | Accounting, Direct payment from the plan | $18,360 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $16,502 |
| Warner Norcross & Judd Llp | Legal, Direct payment from the plan | $10,933 |