Provident Funding 401(k) Plan
Sponsored by Provident Funding Associates, L.P. · EIN 770323586 · Plan #001
- Total assets
- $36.2M
- Net assets
- $36.2M
- Active participants
- 376
- With balances
- 254
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 |
|---|---|---|
| Cetera Investment Advisers Llc CRD 105644 | deterministic · 100% | 2024 |
| Cetera Advisory Services Llc CRD 285648 | fuzzy_auto · 95% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Cetera Investment Advisers Llc | Investment advisory (plan) | $25,137 |
| Empower Annuity Insurance Company | Recordkeeping fees | $13,799 |
| Cetera Advisors Llc | Investment advisory (plan) | $11,477 |
| Frank Rimerman & Co Llp | Accounting | $10,000 |
| Empower Advisory Group, Llc | Investment management | $9,954 |