Protection Strategies, Inc. 401(k) Plan
Sponsored by Protection Strategies, Inc. · EIN 522126333 · Plan #001
- Total assets
- $6.2M
- Net assets
- $6.2M
- Active participants
- 302
- With balances
- 220
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 |
|---|---|---|
| Pya Waltman Capital, Llc CRD 137283 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Serv | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $21,886 |
| Pya Waltman Capital Llc | Investment advisory (plan) | $19,586 |
| Erisa Services Inc | Contract administrator | $5,119 |