Pesg, Llc 401(k) Plan
Sponsored by Pesg, Llc Dba, Professional Education Services Group, Llc · EIN 202733146 · Plan #002
- Total assets
- $22.5M
- Net assets
- $22.5M
- Active participants
- 1,752
- With balances
- 14,939
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 |
|---|---|---|
| Rockefeller Financial Llc CRD 291361 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $612,175 |
| Preferred Resource Solutions | Consulting (general) | $460,494 |
| Rockefeller Financial Llc | Investment advisory (participants) | $14,110 |
| Miller Cpa, Pllc | Accounting | $8,500 |