P E Systems, Inc. 401(k) And Profit Sharing Plan
Sponsored by P E Systems, Inc. · EIN 540891458 · Plan #001
- Total assets
- $30.1M
- Net assets
- $30.1M
- Active participants
- 368
- With balances
- 496
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| Signature Estate & Investment Advisors Llc CRD 108163 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Ins Co Of America | Contract administrator, Direct payment from the plan, Recordkeeping fees | $112,976 |
| Signature Estate & Investment Advis | Investment advisory (plan), Direct payment from the plan | $45,000 |
| Retirement Planners & Admin Inc | Contract administrator, Direct payment from the plan | $22,287 |
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $17,790 |
| Professional Benefits Services | Investment advisory (plan), Direct payment from the plan | $15,000 |
| Empower Advisory Group, Llc | Investment management, Direct payment from the plan | $2,323 |
| Mmlis | Investment advisory (plan), Other commissions | $0 |
| Signature Estate Securities Inc | Investment advisory (plan), Other commissions | $0 |