Pickering, Inc. 401(k) Plan
Sponsored by Pickering, Inc. · EIN 620758014 · Plan #002
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 124
- With balances
- 119
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 |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $39,720 |
| Commonwealth Financial Network | Investment advisory (plan) | $36,460 |
| Ellis Benefits Group | Recordkeeping, Participant loan processing, Recordkeeping fees | $7,299 |