Park Financial Group 401(k) Profit Sharing Plan
Sponsored by Park Financial Group, Inc. · EIN 472313382 · Plan #003
- Total assets
- $22.7M
- Net assets
- $22.7M
- Active participants
- 149
- With balances
- 171
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Advisor Networks Llc | Investment advisory (plan) | $32,366 |
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $8,419 |
| Tax Sheltered Compensation, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $2,650 |
| Transamerica Trust Company | Trustee (institutional) | $167 |