The Tsg Pep
Sponsored by Pentegra Retirement Services · EIN 133745616 · Plan #014
- Total assets
- $19.0M
- Net assets
- $19.0M
- Active participants
- 624
- With balances
- 487
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 |
|---|---|---|
| Farther Finance Advisors, Llc CRD 302050 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Services Inc | Contract administrator | $44,534 |
| Farther Finance Advisors Llc | Investment advisory (plan) | $30,677 |
| 575 Market St Ste 400 | Investment advisory (plan) | $5,475 |
| Benefit Trust Company | Trustee (directed) | $1,158 |
| Benefit Trust Company | Other fees | $714 |
| Flexpath Strategies Llc | Other fees | $661 |