AUMdb

Prestolite Retirement Savings Plan

Sponsored by Prestolite Electric Incorporated · EIN 943142032 · Plan #001

Total assets
$22.5M
Net assets
$22.5M
Active participants
195
With balances
251

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
Transamerica Retirement Advisors, Llc CRD 107319 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Usi Advisors Consulting (general), Direct payment from the plan $38,533
Transamerica Retirement Solutions Claims processing, Recordkeeping, Investment management $26,898
National Financial Services Securities brokerage, Securities brokerage commissions $0