Presrite Corporation 401(k) Retirement Savings And Profit Sharing Plan
Sponsored by Presrite Corporation · EIN 341292480 · Plan #001
- Total assets
- $30.3M
- Net assets
- $30.3M
- Active participants
- 350
- With balances
- 403
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 |
|---|---|---|
| Lineweaver Wealth Advisors, Llc CRD 173310 | deterministic · 100% | 2024 |
| Cbiz Investment Advisory Services, Llc CRD 286002 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $110,555 |
| Lineweaver Wealth Advisors Llc | Consulting (general), Investment advisory (plan) | $29,337 |
| Cbiz Investment Advisory Services | Consulting (general), Investment advisory (plan) | $9,092 |