AUMdb

People's Trust Insurance Co 401(k) Profit Sharing Plan & Trust

Sponsored by People's Trust Insurance Co. · EIN 261716465 · Plan #001

Total assets
$19.9M
Net assets
$19.9M
Active participants
312
With balances
585

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company O Recordkeeping fees $79,388
Empower Advisory Group, Llc Investment management $1,641
Preferred Product Network Inc Other commissions $0