Pala Group, Inc. Savings Plan And Trust
Sponsored by Pala Group, Inc. · EIN 720932277 · Plan #001
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 492
- With balances
- 714
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 |
|---|---|---|
| Argent Retirement Plan Advisors, Llc CRD 165031 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $88,549 |
| Argent Retirement Plan Advisors | Investment advisory (plan) | $30,000 |
| Coastal Pension Services | Contract administrator | $11,633 |
| Empower Advisory Group, Llc | Investment management | $11,071 |
| Hannis T. Bourgeois, Llp | Accounting | $10,401 |
| Crowe Llp | Other fees | -$12,850 |