Park Ventures, Llc And Affiliates 401(k) Retirement Plan
Sponsored by Park Ventures, Llc · EIN 843736705 · Plan #002
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 66
- With balances
- 190
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $31,950 |
| Cetera Investment Advisers Llc | Investment advisory (plan), Direct payment from the plan | $15,733 |
| Lee Cpa Audit Group | Accounting, Direct payment from the plan | $8,514 |