Pdi 401(k) Profit Sharing Retirement Plan
Sponsored by Plumbing Distributors, Inc. · EIN 581162636 · Plan #001
- Total assets
- $25.4M
- Net assets
- $25.4M
- Active participants
- 384
- With balances
- 426
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sageview Advisory Group, Llc | Investment management | $13,978 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $13,899 |