Pbs Aso, Llc Retirement Plan
Sponsored by Pbs Aso, Llc · EIN 850768284 · Plan #001
- Total assets
- $17.2M
- Net assets
- $17.2M
- Active participants
- 930
- With balances
- 553
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 |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $98,633 |
| Erisa Specialists, Llc | Recordkeeping, Participant loan processing, Recordkeeping fees | $30,782 |
| 401(k) Safe, Llc | Plan administrator | $16,659 |
| Leafhouse Financial Advisors, Llc | Investment advisory (plan) | $7,451 |