Primerica Savings & Investment Plan
Sponsored by Primerica, Inc. · EIN 271204330 · Plan #001
- Total assets
- $336M
- Net assets
- $336M
- Active participants
- 2,054
- With balances
- 2,447
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 |
|---|---|---|
| Sageview Advisory Group, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment management | $48,540 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $16,894 |
| Qdro Consultants Company, Llc | Other fees | $300 |