AUMdb

Pleune Service Company Investment And Employee Stock Ownership Plan And Trust

Sponsored by Pleune Service Company · EIN 382094697 · Plan #002

Total assets
$23.1M
Net assets
$22.6M
Active participants
122
With balances
173

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 $56,680
S B H U Life Agency Inc Other services, Other fees $0