Prime Group Holdings, Llc Retirement Trust
Sponsored by Prime Group Holdings, Llc · EIN 463002962 · Plan #001
- Total assets
- $9.9M
- Net assets
- $9.9M
- Active participants
- 604
- With balances
- 235
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 |
|---|---|---|
| Tomlin Financial Advisors, Inc. CRD 143375 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Tompkins Financial Advisors | Investment advisory (plan) | $34,844 |
| Epic Retirement Plan Services | Recordkeeping, Participant loan processing, Participant communication | $24,762 |
| Iron Fiduciary | Investment advisory (plan) | $9,075 |