AUMdb

Provenir Group Holdings, Llc

Sponsored by Provenir Group Holdings, Llc · EIN 300806184 · Plan #001

Total assets
$12.6M
Net assets
$12.6M
Active participants
79
With balances
111

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
Merrill Lynch Pierce Fenner & Smith Sub-transfer agency fees, Recordkeeping, Consulting (pension) $28,294
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $19,515
Adp Broker Dealer Other services, Other fees $0