AUMdb

Pr Management, Corp. Retirement Plan

Sponsored by Pr Management, Corp. · EIN 010757637 · Plan #001

Total assets
$10.8M
Net assets
$10.8M
Active participants
1,331
With balances
270

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
Pinnacle Pension Consultants Llc CRD 133442 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Pinnacle Pension Consultants, Llc Investment advisory (plan), Investment management fees (direct) $11,000
Transamerica Life Insurance Company Recordkeeping, Participant loan processing, Investment management fees (indirect) $7,215