Penn Power Group, Llc Union 401(k) Plan
Sponsored by Penn Power Group, Llc · EIN 205189445 · Plan #003
- Total assets
- $8.1M
- Net assets
- $8.1M
- Active participants
- 115
- With balances
- 134
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 |
|---|---|---|
| Choreo, Llc CRD 111221 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Choreo Llc. | Investment advisory (plan), Direct payment from the plan | $7,613 |
| The Vanguard Group, Inc. | Other fees, Participant loan processing, Recordkeeping | $7,098 |