AUMdb

Pdr 401(k) Plan

Sponsored by Planning Design Research Corporation · EIN 741904393 · Plan #001

Total assets
$13.8M
Net assets
$13.8M
Active participants
42
With balances
101

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
Newport Group, Inc. Recordkeeping, Recordkeeping fees, Other fees $9,394