Preston Industries, Inc. 401(k) Plan
Sponsored by Preston Industries, Inc · EIN 362751864 · Plan #001
- Total assets
- $10.4M
- Net assets
- $10.4M
- Active participants
- 137
- With balances
- 149
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 |
|---|---|---|
| Ameriprise Financial Services, Llc CRD 6363 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Howard Simon & Associates, Inc. | Participant loan processing, Participant communication | $2,528 |
| Nationwide Trust Company | Custodial (securities), Securities brokerage commissions | $2,256 |
| Ameriprise Financial Services | Investment advisory (plan), Securities brokerage | $0 |