Professional Group Plans, Inc. Defined Benefit Pension Plan
Sponsored by Professional Group Plans, Inc. · EIN 113144545 · Plan #002
- Total assets
- $13.4M
- Net assets
- $13.4M
- Active participants
- 80
- With balances
- 0
Plan year beginning 01/01/2024
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 |
|---|---|---|
| Dunbar Associates, Llc | Investment advisory (plan) | $25,775 |