The Pepper Companies, Inc. Retirement And Savings Plan
Sponsored by The Pepper Companies, Inc. · EIN 363337997 · Plan #003
- Total assets
- $165M
- Net assets
- $165M
- Active participants
- 689
- With balances
- 1,128
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Ifp Advisors, Llc CRD 125112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $126,495 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $77,615 |
| Ifp Advisors | Investment advisory (plan) | $54,314 |
| Fgmk Llc | Accounting | $24,614 |