AUMdb

Pcna 401(k) Plan

Sponsored by Leedsworld, Inc. · EIN 870656991 · Plan #001

Total assets
$84.1M
Net assets
$84.1M
Active participants
1,810
With balances
2,115

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
Global Retirement Partners Llc CRD 172011 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Workplace Services, Llc Plan administrator, Trustee (discretionary), Investment management $203,167
Global Retirement Partners Llc Investment advisory (plan) $90,096
Grossman Yanak & Ford, Llp Accounting $7,550
Wealth Management Systems Inc Other services $0