AUMdb

Precision Resource 401(k) Retirement Savings Plan

Sponsored by Precision Resource, Inc. · EIN 060855976 · Plan #001

Total assets
$62.1M
Net assets
$62.1M
Active participants
460
With balances
577

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
Capfinancial Partners, Llc CRD 175112 fuzzy_auto · 96% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $90,056
Capfinancial Partners Llc Dba Captr Investment advisory (plan) $52,000