Propharma Group 401(k) Plan
Sponsored by Propharma Group · EIN 464258733 · Plan #001
- Total assets
- $105M
- Net assets
- $105M
- Active participants
- 1,732
- With balances
- 2,221
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $276,450 |
| Newport Group, Inc. | Recordkeeping, Consulting fees, Recordkeeping fees | $192,319 |
| Newport Trust Company, Llc | Trustee (institutional), Direct payment from the plan | $28,975 |