Pkware, Inc. 401(k) Profit Sharing Plan And Trust
Sponsored by Pkware, Inc. · EIN 391566010 · Plan #001
- Total assets
- $14.0M
- Net assets
- $14.0M
- Active participants
- 89
- With balances
- 120
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 |
|---|---|---|
| Robert W. Baird & Co. Incorporated CRD 8158 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Robert W Baird & Co Incorporated | Investment advisory (plan) | $30,956 |
| Empower Annuity Insurance Company | Recordkeeping fees | $9,533 |