AUMdb

Towne Retirement 401(k) Plan

Sponsored by Towne Properties Asset Management Company, Inc. · EIN 310945003 · Plan #001

Total assets
$46.0M
Net assets
$46.0M
Active participants
690
With balances
700

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
Pca Investment Advisory Services, Inc. CRD 123475 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Pension Corporation Of America Contract administrator, Recordkeeping, Participant loan processing $113,522
Pca Investment Advisory Services Investment advisory (plan) $52,614