Pencor Services, Inc. Non Agreement Pension Plan
Sponsored by Pencor Services, Inc. · EIN 240820653 · Plan #002
- Total assets
- $175M
- Net assets
- $175M
- Active participants
- 798
- With balances
- 0
Plan year beginning 07/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Assetmark, Inc. CRD 109018 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Assetmark | Trustee (institutional), Investment management, Investment management fees (direct) | $838,066 |