Protocall Services, Inc. 401(k) Retirement Plan
Sponsored by Protocall Services, Inc. · EIN 911829097 · Plan #001
- Total assets
- $8.0M
- Net assets
- $8.0M
- Active participants
- 310
- With balances
- 192
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 |
|---|---|---|
| Preisz Associates, Inc. CRD 144469 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ascensus Llc | Other commissions, Recordkeeping fees, Participant loan processing | $25,477 |
| Preisz Associates | Investment advisory (plan), Direct payment from the plan | $17,881 |
| Delap Llp | Accounting, Direct payment from the plan | $14,400 |