AUMdb

Professional Engineering Consultants, P.A. 401(k) Retirement Plan

Sponsored by Professional Engineering Consultants, P.A. · EIN 480699643 · Plan #001

Total assets
$43.6M
Net assets
$43.6M
Active participants
421
With balances
527

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $76,723
Intrust Bank, Na Accounting, Direct payment from the plan $14,000
National Financial Services Securities brokerage, Securities brokerage commissions $0