The Savings And Growth Plan For Ports America Group And Affiliates
Sponsored by Ports America Shared Services, Inc · EIN 453951534 · Plan #001
- Total assets
- $275M
- Net assets
- $275M
- Active participants
- 1,493
- With balances
- 1,769
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $282,725 |
| Frank, Rimerman + Co Llp | Accounting, Direct payment from the plan | $14,075 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |