Powerhouse Retail Services 401(k) Plan
Sponsored by Powerhouse Retail Services, Llc · EIN 260761398 · Plan #001
- Total assets
- $25.7M
- Net assets
- $25.7M
- Active participants
- 730
- With balances
- 579
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Raymond James & Associates, Inc. CRD 705 | fuzzy_auto · 97% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $52,754 |
| Creative Planning Llc | Investment advisory (plan) | $39,701 |
| Raymond James & Associates Inc | Investment advisory (plan) | $9,217 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $7,698 |