AUMdb

Pss Companies 401(k) Plan

Sponsored by Pss Holdings, Llc · EIN 352755465 · Plan #001

Total assets
$22.7M
Net assets
$22.7M
Active participants
429
With balances
613

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
Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 fuzzy_auto · 93% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Merrill Lynch Pierce Fenner & Smith Investment advisory (plan) $45,642
Empower Annuity Insurance Company O Recordkeeping fees $43,016
Empower Advisory Group, Llc Investment management $2,494