Pomeroy Technologies Llc Retirement Savings Plan
Sponsored by Pomeroy Technologies Llc · EIN 850862996 · Plan #004
- Total assets
- $109M
- Net assets
- $109M
- Active participants
- 1,286
- With balances
- 2,514
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $101,201 |
| Global Retirement Partners, Llc | Investment advisory (plan), Other services | $39,000 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $27,228 |
| Plante & Moran, Pllc | Accounting, Other services | $20,000 |