AUMdb

Church Of The Pentecost U.S.A., Inc. Pension 401 (K) Plan

Sponsored by Church Of The Pentecost U.S.A., Inc. · EIN 133518705 · Plan #002

Total assets
$7.9M
Net assets
$7.9M
Active participants
132
With balances
130

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
Morningstar Investment Management Llc CRD 108031 fuzzy_auto · 99% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $78,497
New York Life Securities Other services, Other commissions, Other fees $0
Morningstar Investment Management L Investment advisory (participants), Consulting fees $0