Priority Wire & Cable, Inc 401(k) & Profit Sharing Plan
Sponsored by Priority Wire & Cable, Inc. · EIN 710732557 · Plan #001
- Total assets
- $70.1M
- Net assets
- $70.1M
- Active participants
- 728
- With balances
- 755
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Schwab Retirement Plan Services,Inc | Recordkeeping, Investment advisory (participants), Direct payment from the plan | $56,988 |
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $44,958 |
| Hcj Cpas And Advisors Pllc | Accounting, Direct payment from the plan | $16,680 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |