AUMdb

Personalized Beauty Discovery, Inc. 401(k) P/S Plan

Sponsored by Personalized Beauty Discovery, Inc. · EIN 452964976 · Plan #001

Total assets
$33.7M
Net assets
$33.7M
Active participants
272
With balances
702

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
Sharebuilder Advisors, Llc CRD 300537 fuzzy_auto · 100% 2024

Service providers

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

Provider Services Direct comp
Sharebuilder Advisor Llc Investment advisory (plan), Investment management fees (direct) $86,853
Ascensus Llc Recordkeeping, Participant loan processing, Direct payment from the plan $27,647
Ascensus Llc Contract administrator, Recordkeeping, Participant loan processing $26,007
Fidelity Investments Institutional Recordkeeping fees $100