Penn United Technologies, Inc. 401(k) Plan
Sponsored by Penn United Technologies, Inc. · EIN 251215115 · Plan #002
- Total assets
- $95.2M
- Net assets
- $95.2M
- Active participants
- 682
- With balances
- 812
Plan year beginning 04/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc | Investment advisory (plan) | $101,894 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $66,264 |