AUMdb

Providers Staffing, Inc. Profit Sharing Plan

Sponsored by Providers Staffing, Inc. · EIN 383209826 · Plan #001

Total assets
$33.9M
Net assets
$33.9M
Active participants
156
With balances
388

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ubs Financial Services, Inc. Consulting (general), Insurance brokerage commissions $48,609
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $46,140
Lewis & Knopf, Cpas Accounting, Direct payment from the plan $28,200
Pension Resources Corp Consulting (general), Insurance brokerage commissions $6,481
National Financial Services Securities brokerage, Securities brokerage commissions $0