Pegasystems Inc. 401(k) Plan
Sponsored by Pegasystems Inc · EIN 042787865 · Plan #001
- Total assets
- $530M
- Net assets
- $530M
- Active participants
- 1,895
- With balances
- 2,595
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Morgan Stanley | Investment advisory (plan) | $176,447 |
| Cbiz Inc | Accounting | $24,150 |
| Qdro Consultants Co Llc | Other fees | $600 |
| Empower Annuity Insurance Company | Recordkeeping fees | $0 |