Perez Trading Company, Inc. 401(k) Savings Plan
Sponsored by Perez Trading Company, Inc. · EIN 135660405 · Plan #002
- Total assets
- $20.7M
- Net assets
- $20.7M
- Active participants
- 133
- With balances
- 127
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $50,208 |
| Securities America, Inc | Other services, Other fees | $0 |