Patriot Growth Insurance Services, Llc 401(k) Plan
Sponsored by Patriot Growth Insurance Services, Llc · EIN 831204744 · Plan #001
- Total assets
- $147M
- Net assets
- $147M
- Active participants
- 1,917
- With balances
- 2,165
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 |
|---|---|---|
| Pensionmark Financial Group, Llc | Investment advisory (plan) | $245,942 |
| John Hancock Retirement | Recordkeeping, Participant loan processing, Float revenue | $240,247 |