Performance Trust Retirement Plan
Sponsored by Pt Financial Holdings, Inc. · EIN 853472855 · Plan #001
- Total assets
- $108M
- Net assets
- $108M
- Active participants
- 375
- With balances
- 477
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Alliance Pension Consultants, Llc | Recordkeeping | $46,035 |
| Rothschild Investment Corp | Custodial (securities) | $39,663 |
| Charles Schwab & Co., Inc. | Custodial (securities) | $1,047 |
| Charles Schwab Trust Bank | Custodial (securities) | $0 |