Pultegroup, Inc. 401(k) Plan
Sponsored by Pultegroup, Inc. · EIN 382766606 · Plan #001
- Total assets
- $1.3B
- Net assets
- $1.3B
- Active participants
- 6,941
- With balances
- 11,110
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Inv. Inst. Ops. Co., Inc. | Participant loan processing, Recordkeeping fees, Account maintenance fees | $306,068 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $260,619 |