Procentrix Retirement Trust
Sponsored by Procentrix, Llc · EIN 204737043 · Plan #001
- Total assets
- $40.7M
- Net assets
- $40.7M
- Active participants
- 373
- With balances
- 338
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $170,966 |
| Cst Group | Accounting, Other fees | $0 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Morgan Stanley Global | Investment advisory (plan), Other fees | $0 |