P & M Holding Group, Llp & Affiliated Entities Tax Savings Plan
Sponsored by P & M Holding Group, Llp · EIN 381357951 · Plan #003
- Total assets
- $747M
- Net assets
- $747M
- Active participants
- 3,703
- With balances
- 4,990
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 |
|---|---|---|
| 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 | $249,605 |
| Fiducient Advisors Llc | Investment management, Direct payment from the plan | $58,779 |
| Warner Norcross Judd Llp | Legal, Direct payment from the plan | $20,181 |
| Moss Adams Llp | Accounting, Direct payment from the plan | $18,360 |