Pelican Products 401(k) Plan
Sponsored by Pelican Products, Inc. · EIN 953259634 · Plan #002
- Total assets
- $132M
- Net assets
- $132M
- Active participants
- 1,224
- With balances
- 1,479
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 |
|---|---|---|
| Sageview Advisory Group Llc | Investment advisory (plan) | $60,000 |
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | -$14,366 |