Panel Built, Inc. And K Con, Inc. 401(k) P/S Plan
Sponsored by Panel Built, Inc. · EIN 582182293 · Plan #001
- Total assets
- $5.3M
- Net assets
- $5.3M
- Active participants
- 283
- With balances
- 154
Plan year beginning 06/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Sharebuilder Advisors, Llc CRD 300537 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sharebuilder Advisor Llc | Investment advisory (plan), Direct payment from the plan | $25,300 |
| Ascensus Llc | Other fees, Recordkeeping, Sub-transfer agency fees | $970 |