Promethean, Inc. Employees Savings Trust
Sponsored by Promethean, Inc. · EIN 043647203 · Plan #001
- Total assets
- $31.0M
- Net assets
- $31.0M
- Active participants
- 254
- With balances
- 450
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wells Fargo Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $76,264 |
| Cpi Qualified Plan Consultants, Inc | Recordkeeping, Consulting (pension), Participant loan processing | $70,895 |