Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PRIVATE CLIENT SERVICES, LLC
EIN 61-1383537Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$12.4M assets
Welfare
0
Participants
107
2225 LEXINGTON ROAD - LOUISVILLE, KY 402062818502-451-0600
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $12.4M assets / 107 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PRIVATE CLIENT SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT
ESOP
Assets$8.0M
Participants44
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN
401k
Assets$4.5M
Participants63
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PRIVATE CLIENT SERVICES EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST AGREEMENT | ESOP | $8.0M | 44 | 2024 | |
| 001 | PRIVATE CLIENT SERVICES, LLC 401(K) PROFIT SHARING PLAN | 401k | $4.5M | 63 | 2024 |
Retirement plans