Pei Down East Toyota 401(k) Retirement Plan
Sponsored by Pei · EIN 010420117 · Plan #001
- Total assets
- $12.2M
- Net assets
- $12.2M
- Active participants
- 133
- With balances
- 114
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services | Investment advisory (plan) | $17,270 |
| Berry Dunn Mcneil And Parker | Accounting | $11,200 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $4,653 |