AUMdb

P1 Service Profit Sharing Plan

Sponsored by P1 Service, Llc · EIN 853173634 · Plan #001

Total assets
$7.9M
Net assets
$7.9M
Active participants
106
With balances
119

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
Mml Investors Services, Llc CRD 10409 deterministic · 100% 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
Mml Investors Services Llc Investment advisory (plan) $15,591
Empower Advisory Group, Llc Investment management $6,845
Erp National Llc Dba Erp Retirement Contract administrator $4,011
Empower Annuity Insurance Co. Contract administrator $0