Presidio Llc 401(k) Plan
Sponsored by Presidio Llc · EIN 411254123 · Plan #001
- Total assets
- $469M
- Net assets
- $469M
- Active participants
- 3,026
- With balances
- 3,156
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping | $201,646 |
| Kestra Advisory Services Llc | Investment advisory (plan) | $65,000 |