Pact 403(b) Retirement Plan
Sponsored by Pact, Inc. · EIN 132702768 · Plan #002
- Total assets
- $38.4M
- Net assets
- $38.4M
- Active participants
- 138
- With balances
- 245
Plan year beginning 01/01/2024 · Age/service weighted or new comparability, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $113,940 |
| Sageview Advisory Consulting Group | Investment advisory (plan), Other fees | $0 |