Priority 1, Inc. 401(k) And Profit Sharing Plan
Sponsored by Priority 1, Inc. · EIN 710790065 · Plan #001
- Total assets
- $54.1M
- Net assets
- $54.1M
- Active participants
- 858
- With balances
- 1,059
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Holdco Llc | Investment management, Direct payment from the plan | $41,925 |
| Schwab Retirement Plan Services,Inc | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $28,404 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |