AUMdb

Penshurst Trading Inc. 401(k) Plan

Sponsored by Penshurst Trading Inc. · EIN 061442496 · Plan #001

Total assets
$4.0M
Net assets
$3.9M
Active participants
83
With balances
123

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
Charles Schwab & Co., Inc. Shareholder servicing fees $8,251