AUMdb

Principle Business Enterprises, Inc. 401(k) Profit Sharing Plan

Sponsored by Principle Business Enterprises, Inc. · EIN 340894745 · Plan #001

Total assets
$25.2M
Net assets
$25.2M
Active participants
289
With balances
450

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
Venture Visionary Partners Llc CRD 304237 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Venture Visionary Partners Llc Investment advisory (plan) $59,434
Empower Annuity Insurance Company O Recordkeeping fees $40,940