The Baldwin Group Pep
Sponsored by Pentegra Services, Inc · EIN 133745616 · Plan #011
- Total assets
- $5.5M
- Net assets
- $5.5M
- Active participants
- 2,400
- With balances
- 1,783
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 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Services Inc | Contract administrator | $54,672 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $30,728 |
| The Baldwin Group Wealth Advisors | Investment advisory (plan) | $11,728 |
| Benefit Trust Company | Trustee (directed) | $707 |