Pya, P.C. 401 K Plan
Sponsored by Pya, P.C. · EIN 621517792 · Plan #001
- Total assets
- $40.0M
- Net assets
- $40.0M
- Active participants
- 211
- With balances
- 305
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 |
|---|---|---|
| Trendz Advisors, Inc. CRD 139528 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Trust Company | Claims processing, Custodial (securities), Account maintenance fees | $51,912 |
| Newport Group, Inc. | Contract administrator, Recordkeeping, Trustee (institutional) | $46,700 |
| Trendz Advisors Inc. | Investment advisory (participants), Investment advisory (plan) | $15,369 |