Portacool, Llc 401(k) Plan
Sponsored by Portacool, Llc · EIN 205726218 · Plan #001
- Total assets
- $8.2M
- Net assets
- $8.2M
- Active participants
- 320
- With balances
- 647
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 |
|---|---|---|
| Hilltop Securities Inc. CRD 6220 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide | Investment management, Shareholder servicing fees | $29,263 |
| Proaccount | Recordkeeping, Other services, Recordkeeping fees | $6,722 |
| Nationwide | Investment management, Shareholder servicing fees | $2,619 |
| Nationwide Retirement Plans | Investment management, Shareholder servicing fees | $216 |
| Hilltop Securities Inc | Investment management, Shareholder servicing fees | $0 |
| Hilltop Securities Inc | Investment management, Shareholder servicing fees | $0 |