Pyramid Advisors 401(k) Plan
Sponsored by Pyramid Advisors Limited Partnership · EIN 043505086 · Plan #001
- Total assets
- $247M
- Net assets
- $247M
- Active participants
- 21,328
- With balances
- 6,731
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $229,323 |
| Investment advisory (participants) | $176,643 | |
| Caron & Bletzer Pllc | Accounting | $15,950 |