Pzena Investment Management, Llc 401(k) Plan
Sponsored by Pzena Investment Management, Llc · EIN 133860154 · Plan #001
- Total assets
- $51.6M
- Net assets
- $51.6M
- Active participants
- 142
- With balances
- 182
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 |
|---|---|---|
| Sentinel Pension Advisors, Llc CRD 109901 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Sentinel Pension Advisors Inc. | Investment advisory (participants), Investment advisory (plan) | $57,012 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $46,000 |