AUMdb

Pds Ko 401(k) Plan

Sponsored by Pds Consultants, Inc. · EIN 113124680 · Plan #003

Total assets
$16.9M
Net assets
$16.9M
Active participants
592
With balances
479

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
Lincoln National Corporation Contract administrator $78,809
Mcgregor And Associates Recordkeeping, Named fiduciary $13,150
Blue & Co, Llc Investment advisory (plan) $7,000