AUMdb

Prism Maritime, Llc Retirement Trust

Sponsored by Prism Maritime, Llc · EIN 205613822 · Plan #001

Total assets
$26.2M
Net assets
$26.2M
Active participants
353
With balances
458

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
John Hancock Retirement Plan Servic Recordkeeping, Trustee (institutional) $62,641
Truist Investment Srvcs (Form Bbt) Insurance brokerage commissions $51,564
Bdo Usa, P.C. Plan administrator $17,830
Charles W. Snader, Pc Accounting $14,400