Section 403(b) Retirement Plan For Employees Of Program Development Services, Inc.
Sponsored by Program Development Services, Inc. · EIN 112715916 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 326
- With balances
- 406
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $20,329 |
| Associated Pension Consultants, Inc | Contract administrator, Other fees, Direct payment from the plan | $1,440 |
| Morgan Stanley | Other services, Other commissions, Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |