AUMdb

Provident Electric 401(k) Plan

Sponsored by Provident Electric, Inc. · EIN 911463668 · Plan #001

Total assets
$8.6M
Net assets
$8.6M
Active participants
301
With balances
419

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
Wespac Advisors, Llc CRD 148242 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Wespac Advisors, Llc Investment advisory (plan) $33,474
Wespac Plan Services, Llc Contract administrator, Recordkeeping, Recordkeeping fees $3,608