Pentel Of America, Ltd. Shared Savings Plan
Sponsored by Pentel Of America, Ltd · EIN 362611569 · Plan #001
- Total assets
- $11.9M
- Net assets
- $11.9M
- Active participants
- 108
- With balances
- 133
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Oneamerica Retirement Services, Llc | Recordkeeping, Copying and duplicating, Participant loan processing | $35,273 |
| Lpl Financial, Llc | Investment advisory (plan), Investment management fees (direct) | $21,704 |
| Oneamerica Inv Adv Services, Llc | Investment management, Investment management fees (direct) | $3,255 |
| Matrix Trust Company | Custodial (securities), Trustee (institutional), Trustee (directed) | $0 |