Strategic Retirement Program
Sponsored by Pentegra Services, Inc · EIN 133745616 · Plan #004
- Total assets
- $49.6M
- Net assets
- $49.5M
- Active participants
- 1,308
- With balances
- 1,308
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 |
|---|---|---|
| Mml Investors Services, Llc CRD 10409 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Services Inc | Other fees | $71,744 |
| Mmlis | Investment advisory (plan) | $42,808 |
| Empower Annuity Ins Co Of America | Recordkeeping fees | $5,373 |
| Mml Investor Services Llc | Investment advisory (plan) | $3,071 |
| Benefit Trust Company | Other fees | $1,483 |