AUMdb

Providence Administrative Consulting Services Inc 401(k) Profit Sharing Plan And Trust

Sponsored by Providence Administrative Consulting Services Inc · EIN 030569171 · Plan #001

Total assets
$199M
Net assets
$199M
Active participants
30,857
With balances
5,727

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
Lpl Financial Llc CRD 6413 deterministic · 100% 2024
Stratos Wealth Partners, Ltd CRD 153184 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Lpl Financial Investment advisory (plan) $119,230
Stratos Wealth Partners Investment advisory (plan) $119,230
Empower Annuity Insurance Company O Recordkeeping fees $112,393