Professional Group Plans, Inc. 401(k) Plan
Sponsored by Professional Group Plans, Inc. · EIN 113144545 · Plan #001
- Total assets
- $32.1M
- Net assets
- $32.1M
- Active participants
- 114
- With balances
- 142
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 |
|---|---|---|
| Dunbar Associates, Llc CRD 323134 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annuity Insurance | Recordkeeping fees | $88,597 |
| Dunbar Associates, Llc | Investment advisory (plan) | $53,554 |
| The Benefit Practice | Contract administrator, Plan administrator | $1,750 |