Precis Engineering, Inc. 401(k) Plan
Sponsored by Precis Engineering, Inc. · EIN 202600116 · Plan #001
- Total assets
- $15.1M
- Net assets
- $15.1M
- Active participants
- 139
- With balances
- 179
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 |
|---|---|---|
| Thrive Wealth Management, Llc CRD 168777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Thrive Wealth Management | Investment advisory (participants), Investment advisory (plan), Participant communication | $41,325 |
| Mvp Plan Administrators, Inc. | Contract administrator, Recordkeeping, Consulting (general) | $18,476 |
| Charles Schwab Trust Bank | Custodial (securities), Participant loan processing, Direct payment from the plan | $1,986 |