Penta Research, Inc. 401(k) Plan
Sponsored by Penta Research, Inc. · EIN 631284082 · Plan #001
- Total assets
- $44.6M
- Net assets
- $44.6M
- Active participants
- 108
- With balances
- 196
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 |
|---|---|---|
| Fcg Investment Company CRD 308192 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fcg Investment Company | Investment advisory (participants), Investment advisory (plan) | $123,843 |
| Newport Group, Inc. | Recordkeeping fees | $48,620 |
| Financial Consulting Group | Contract administrator | $2,550 |