Penn Stainless Products, Inc. Profit Sharing 401(k) Plan
Sponsored by Penn Stainless Products, Inc. · EIN 232093536 · Plan #001
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 221
- With balances
- 229
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Planning Llc | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $42,779 |
| Kt Administrators, Llc | Recordkeeping, Consulting (pension), Participant loan processing | $10,714 |