AUMdb

P1 Group Profit Sharing Plan

Sponsored by P1 Group · EIN 431801918 · Plan #001

Total assets
$29.7M
Net assets
$29.7M
Active participants
156
With balances
199

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Massachusetts Mutual Life Ins Comp Investment advisory (plan) $68,643
Empower Annuity Insurance Company O Recordkeeping fees $23,168
Empower Advisory Group, Llc Investment management $18,509
Erp National Llc Dba Erp Retirement Contract administrator $0