Pella Carolina 401 (K) Plan
Sponsored by Pella Carolina, Inc. · EIN 562280814 · Plan #001
- Total assets
- $12.4M
- Net assets
- $12.4M
- Active participants
- 155
- With balances
- 185
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stifel Nicolaus | Recordkeeping, Trustee (institutional), Other services | $27,839 |
| Creative Planning Holdco, Llc | Recordkeeping, Trustee (institutional), Other services | $6,133 |
| Adp, Inc. | Recordkeeping, Direct payment from the plan, Recordkeeping fees | $4,738 |