AUMdb

Pingry Corporation 401(k) Defined Contribution Plan

Sponsored by The Pingry Corporation · EIN 221493168 · Plan #004

Total assets
$54.4M
Net assets
$54.4M
Active participants
337
With balances
548

Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Fiducient Advisors Llc CRD 106720 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Cliftonlarsonallen Llp Accounting, Direct payment from the plan $26,991
Fiducient Advisors, Llc Investment advisory (plan), Direct payment from the plan $7,173
Tiaa Recordkeeping, Consulting (pension), Investment advisory (plan) $787