AUMdb

Prosperity Service Group, Llc 401(k) Plan

Sponsored by Prosperity Service Group, Llc · EIN 352491143 · Plan #006 · Roanoke, VA

Total assets
$51.5M
Net assets
$51.5M
Active participants
325
With balances
422

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
Digital Insurance Llc Consulting (general) $90,000
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $61,143
Johnson Lambert Llp Accounting $45,000