Pal Management, Inc. Employee Savings Plan
Sponsored by Pal Management, Inc. · EIN 411704817 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 125
- With balances
- 163
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 |
|---|---|---|
| Mma Securities Llc CRD 44254 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Emplower Annuity Insurance Co Of Am | Recordkeeping fees | $26,488 |
| Mma Securities Llc | Investment advisory (plan) | $16,314 |
| Pentegra Services Inc | Contract administrator | $9,878 |