The Related Group 401 K Savings Plan
Sponsored by Prh Investments Llc Dba The Related Group · EIN 263667573 · Plan #001
- Total assets
- $40.5M
- Net assets
- $40.5M
- Active participants
- 752
- With balances
- 898
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 |
|---|---|---|
| Creative Planning Institutional Advisors, Llc CRD 126777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $101,051 |
| Sageview Advisory Group, Llc | Consulting (general), Investment advisory (plan), Insurance brokerage commissions | $69,810 |
| Charles Schwab & Co., Inc. | Securities brokerage, Securities brokerage commissions | $172 |