Private Client Select Insurance Services Llc 401(k) Retirement
Sponsored by Private Client Select Insurance · EIN 884200069 · Plan #001
- Total assets
- $87.0M
- Net assets
- $87.0M
- Active participants
- 422
- With balances
- 442
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 |
|---|---|---|
| Global Retirement Partners | Recordkeeping, Consulting (pension), Direct payment from the plan | $34,729 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $6,200 |