Pts Group Savings Plan
Sponsored by Precision Tools Service, Inc. · EIN 351752977 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 239
- With balances
- 227
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 |
|---|---|---|
| Rbc Capital Markets, Llc CRD 31194 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Recordkeeping fees, Participant loan processing | $45,966 |
| Blue Benefits Consulting, Inc | Contract administrator, Other fees, Other services | $4,100 |
| Rbc Capital Markets, Llc | Investment advisory (plan), Other fees | $0 |