AUMdb

Prinova Us Llc 401(k) Retirement Plan

Sponsored by Prinova Us Llc · EIN 061654932 · Plan #001

Total assets
$38.2M
Net assets
$38.2M
Active participants
907
With balances
680

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
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $77,383
Sageview Advisory Group, Llc Investment advisory (plan), Consulting fees $45,030