Debbi Hertle signed Providence Consulting Group, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Providence Consulting Group, Ltd.'s EIN is 81-1219845.
Download the official 2024 Form 5500 (PDF) for Providence Consulting Group, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Providence Consulting Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEON RETIREMENT | 82-4086794 | — | TPA/RECORD-KEEPER | $8K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $9.1M | 92.0% | |
| [Assets held in interest-bearing cash] | Other | — | — | $486K | 4.9% | |
| [Assets held in participant loans] | Other | — | — | $205K | 2.1% |
