AUMdb

Pacific Institute For Research And Evaluation Inc. Profit Sharing Plan And Trust

Sponsored by Pacific Institute For Research And Evaluation Inc. · EIN 942243283 · Plan #004

Total assets
$51.5M
Net assets
$51.5M
Active participants
141
With balances
303

Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account

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
Nfp Retirement Inc $24,965
Flexpath Strategies Llc $13,637
Nfp Retirement Inc $13,021
Tiaa $8,426