Productivity, Inc. Savings & Profit Sharing Plan And Trust
Sponsored by Productivity, Inc. · EIN 410945575 · Plan #003
- Total assets
- $58.3M
- Net assets
- $58.3M
- Active participants
- 372
- With balances
- 416
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Intellicents Investment Solutions I | Recordkeeping, Trustee (institutional), Other services | $68,196 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $56,280 |
| Adp Broker Dealer | Distribution (12b-1) fees, Sub-transfer agency fees, Shareholder servicing fees | $0 |