Phalcon, Ltd. 401(k) Plan
Sponsored by Phalcon Ltd. · EIN 208104883 · Plan #001
- Total assets
- $73.5M
- Net assets
- $73.5M
- Active participants
- 272
- With balances
- 397
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 |
|---|---|---|
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kestra Advisory Services Llc | Investment advisory (plan) | $68,751 |
| Empower Annuity Insurance Company | Recordkeeping fees | $23,051 |