Prestige Employees' 401(k) Plan
Sponsored by Prestige Management Services, Inc. · EIN 222973924 · Plan #001
- Total assets
- $20.0M
- Net assets
- $20.0M
- Active participants
- 96
- With balances
- 300
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 |
|---|---|---|
| Legacy Advisors, Llc CRD 139830 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $46,323 |
| Legacy Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $28,000 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |