AUMdb

Protective Industries Savings & Retirement Plan

Sponsored by Protective Industries, Inc. · EIN 203117446 · Plan #001

Total assets
$97.6M
Net assets
$97.6M
Active participants
1,138
With balances
1,398

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Life & Annuity Insurance Co Recordkeeping fees $74,233
Mma Securities Llc Investment advisory (plan) $50,000
Ernst & Young U.S. Llp Other fees $18,500
Empower Advisory Group, Llc Investment management $15,000
Qdro Consultants Co Llc Other fees $300