Provest Llc 401(k) Plan
Sponsored by Provest, Llc · EIN 204268980 · Plan #001
- Total assets
- $15.0M
- Net assets
- $15.0M
- Active participants
- 408
- With balances
- 310
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 |
|---|---|---|
| Ubs Financial Services Inc. CRD 8174 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $51,785 |
| Ubs Financial Services Inc. | Investment advisory (plan) | $30,213 |
| Retirement Solutions Specialists | Participant loan processing | $8,048 |
| Empower Advisory Group, Llc | Investment management | $1,997 |