AUMdb

Pentagon Freight Services, Inc. 401(k) Plan

Sponsored by Pentagon Freight Services, Inc. · EIN 742109561 · Plan #002

Total assets
$5.7M
Net assets
$5.7M
Active participants
131
With balances
207

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
Equitable Advisors, Llc CRD 6627 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Contract administrator, Recordkeeping, Custodial (other) $31,000
Equitable Advisors, Llc Investment advisory (plan), Consulting fees $16,692