AUMdb

Pittsburgh Ballet Defined Contribution Plan

Sponsored by Pittsburgh Ballet Theatre, Inc. · EIN 237101094 · Plan #001

Total assets
$9.8M
Net assets
$9.8M
Active participants
71
With balances
182

Plan year beginning 07/01/2024 · Total participant-directed account

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Henderson Brothers Financial Partners Llc CRD 333732 fuzzy_auto · 97% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Teachers Ins. And Annuity Assoc. Recordkeeping, Custodial (securities) $11,539
Henderson Bros. Ret. Plan Serv. Investment advisory (plan) $10,009
Henderson Brothers Financial Ptrs Investment advisory (plan) $9,676