Pivotal Housing Partners Llc 401(k) Retirement Savings Plan
Sponsored by Pivotal Housing Partners Llc · EIN 823746970 · Plan #002
- Total assets
- $6.0M
- Net assets
- $6.0M
- Active participants
- 233
- With balances
- 273
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Life Insurance Company | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $45,136 |
| Barnes Dennig | Accounting | $12,650 |
| Dwc The 401(k) Experts | Recordkeeping, Participant loan processing, Recordkeeping fees | $4,651 |