Puma Biotechnology, Inc. 401(k) Plan
Sponsored by Puma Biotechnology, Inc. · EIN 770683487 · Plan #001
- Total assets
- $41.3M
- Net assets
- $41.3M
- Active participants
- 170
- With balances
- 258
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| The Baldwin Group Wealth Advisors, Llc CRD 312284 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Baldwin Group Wealth Advisors | Investment advisory (plan) | $72,325 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $24,075 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $9,402 |