Professional Personnel 401(k) Plan
Sponsored by Professional Personnel Service, Inc. · EIN 621527002 · Plan #001
- Total assets
- $3.0M
- Net assets
- $3.0M
- Active participants
- 122
- With balances
- 127
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 |
|---|---|---|
| Modern Wealth Management, Llc CRD 324624 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Modern Wealth Management, Llc | Investment management | $13,392 |
| Pcs Retirement Llc | Claims processing, Contract administrator, Recordkeeping | $11,455 |