AUMdb

Pernix Group 401(k) Retirement Plan

Sponsored by Pernix Group Inc. · EIN 364025775 · Plan #002

Total assets
$44.7M
Net assets
$44.7M
Active participants
221
With balances
430

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
Vanguard Advisers, Inc. CRD 106715 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
The Vanguard Group, Inc. Recordkeeping, Consulting (general), Trustee (directed) $51,026
Mma Securities Llc Consulting (general) $32,500
Vanguard Advisers Inc. Investment advisory (participants) $18,570