Prosoco, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Prosoco, Inc. · EIN 481123149 · Plan #002
- Total assets
- $21.4M
- Net assets
- $21.4M
- Active participants
- 129
- With balances
- 159
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 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning | Investment advisory (participants), Investment advisory (plan), Investment management | $82,692 |
| Tpp Retirement Plan Specialists Llc | Claims processing, Recordkeeping, Recordkeeping fees | $22,566 |
| Matrix Trust Company | Claims processing, Custodial (other), Trustee (institutional) | $8,946 |