Proserv 401(k) Plan
Sponsored by Proserv Operations, Llc · EIN 760231044 · Plan #001
- Total assets
- $13.7M
- Net assets
- $13.7M
- Active participants
- 74
- With balances
- 210
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 |
|---|---|---|
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $52,033 |
| Merrill Lynch Pierce Fenner & Smith | Sub-transfer agency fees, Recordkeeping, Consulting (pension) | $35,251 |
| Melton & Melton Llp | Recordkeeping, Consulting (pension), Direct payment from the plan | $16,750 |
| Adp Broker Dealer | Other services, Other fees | $0 |