403(b) Thrift Plan For Employees Of Challenge Industries, Inc.
Sponsored by Challenge Industries, Inc. · EIN 160956917 · Plan #002
- Total assets
- $2.3M
- Net assets
- $2.3M
- Active participants
- 87
- With balances
- 84
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 |
|---|---|---|
| Pinnacle Investments, Llc CRD 142910 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Voya Retirement Insurance And Annui | Recordkeeping fees, Direct payment from the plan, Participant loan processing | $14,230 |
| Valiant Retire Inc. | Recordkeeping, Other services | $5,846 |
| Pinnacle Investments, Llc | Investment advisory (participants), Investment advisory (plan) | $0 |