Pgtek, Inc. 401(k) Profit Sharing Plan & Trust
Sponsored by Pgtek Inc. · EIN 542059324 · Plan #001
- Total assets
- $5.1M
- Net assets
- $5.1M
- Active participants
- 116
- With balances
- 136
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 |
|---|---|---|
| Wellington Consulting Services Inc CRD 105837 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Everington Consulting Inc | Recordkeeping | $41,194 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $1 |
| Wellington Consulting Services | Investment advisory (participants), Investment advisory (plan), Investment management | $0 |
| Charles Schwab Trust Bank | Securities brokerage | $0 |