Pentagram Design, Inc. 401(k) Profit Sharing Plan
Sponsored by Pentagram Design, Inc. · EIN 133413069 · Plan #002
- Total assets
- $28.0M
- Net assets
- $28.0M
- Active participants
- 82
- With balances
- 133
Plan year beginning 10/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 97% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Life & Annity Insurance Co | Recordkeeping fees | $50,324 |
| Cambridge Investment Research Inc. | Investment advisory (plan) | $31,997 |
| California Retirement Plans, Inc. | Contract administrator | $9,150 |