Publications International, Ltd. Savings Plan
Sponsored by Publications International, Ltd. · EIN 362638265 · Plan #001
- Total assets
- $16.7M
- Net assets
- $16.7M
- Active participants
- 91
- With balances
- 148
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 |
|---|---|---|
| Transamerica Retirement Solutions | Claims processing, Recordkeeping, Investment management | $47,936 |
| Creative Planning Department | Investment advisory (plan), Direct payment from the plan | $39,438 |
| Baker Tilly Us Llp | Accounting, Direct payment from the plan | $11,700 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $0 |
| National Financial Services | Securities brokerage, Securities brokerage commissions | $0 |