Pro Action Of Steuben & Yates, Inc. 403(b) Retirement Plan
Sponsored by Pro Action Of Steuben & Yates, Inc. · EIN 160914512 · Plan #001
- Total assets
- $7.7M
- Net assets
- $7.7M
- Active participants
- 208
- With balances
- 238
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Milestone Consultants, Inc. CRD 286406 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milestone Consultants | Investment advisory (plan) | $19,649 |
| Rimkus Marciano And Associates, Inc | Recordkeeping | $9,175 |
| Nationwide Trust Company | Recordkeeping fees | $974 |
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $785 |