Pedernales Electric Cooperative, Inc. Employees Defined Benefit Retirement Plan
Sponsored by Pedernales Electric Cooperative, Inc. · EIN 740828412 · Plan #001
- Total assets
- $238M
- Net assets
- $238M
- Active participants
- 151
- With balances
- 0
Plan year beginning 01/01/2024
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Milliman, Inc. | Actuarial, Consulting (pension), Recordkeeping | $125,247 |
| Capfinancial Partners, Llc | Investment advisory (plan), Direct payment from the plan | $122,856 |
| Us Bank | Recordkeeping, Custodial (securities), Investment management fees (direct) | $50,014 |