Open Pep
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #301
- Total assets
- $355M
- Net assets
- $354M
- Active participants
- 18,762
- With balances
- 8,929
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 |
|---|---|---|
| Stadion Money Management, Llc CRD 112608 | deterministic · 100% | 2024 |
| Iht Wealth Management Llc CRD 171481 | fuzzy_auto · 94% | 2024 |
| Hays Financial Group, Llc CRD 306877 | fuzzy_auto · 93% | 2024 |
| Nppg Plan Professionals, Llc CRD 324646 | deterministic · 100% | 2024 |
| Element Wealth, Llc CRD 114968 | deterministic · 100% | 2024 |
| Cetera Investment Advisers Llc CRD 105644 | fuzzy_auto · 98% | 2024 |
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Commonwealth Equity Services, Llc CRD 8032 | deterministic · 100% | 2024 |
| Mml Investors Services, Llc CRD 10409 | deterministic · 100% | 2024 |
| Gallagher Fiduciary Advisors, Llc CRD 146509 | fuzzy_auto · 100% | 2024 |
| Pfg Advisors, Llc CRD 173344 | deterministic · 100% | 2024 |
| Old Port Advisors, Inc CRD 108228 | fuzzy_auto · 93% | 2024 |
| Vantage Wealth Management, Llc CRD 152374 | fuzzy_auto · 94% | 2024 |
| Wells Fargo Clearing Services, Llc CRD 19616 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lincoln National Corporation | Contract administrator | $1,921,572 |
| Nppg Plan Professionals | Recordkeeping | $476,419 |
| Stadion Money Management | Investment advisory (participants) | $65,700 |
| Carson Walth Deduct/Ryan Wittman | Investment advisory (plan) | $32,833 |
| Iht Wealth Management/Paul Etra/Ran | Investment advisory (plan) | $28,894 |
| Hays Financial Group (Ach)/Brian Wh | Investment advisory (plan) | $27,684 |
| Nppg Plan Professionals | Investment advisory (plan) | $26,563 |
| Hills, Renaut, Homen & Hughes | Investment advisory (plan) | $21,061 |
| Lpl Financial Rp Rpcp | Investment advisory (plan) | $20,000 |
| Element Wealth Llc | Investment advisory (plan) | $16,676 |
| Cetera Investment Advisors, Llc | Investment advisory (plan) | $15,764 |
| Pacetpa | Investment advisory (plan) | $14,068 |
| Equitable Advisors Llc | Investment advisory (plan) | $13,573 |
| Commonwealth Financial Network | Investment advisory (plan) | $13,228 |
| Mml Investors Services, Llc | Investment advisory (plan) | $12,861 |
| Gallagher Fiducuiary Advisors | Investment advisory (plan) | $12,006 |
| Pfg Advisors | Investment advisory (plan) | $10,984 |
| Commonwealth Financial Network | Investment advisory (plan) | $10,804 |
| Old Port Advisors/Tracy Rogers | Investment advisory (plan) | $10,079 |
| Vance Gray Wealth Management Inc | Investment advisory (plan) | $9,761 |
| Commonwealth Billed/Nathan Rogero | Investment advisory (plan) | $8,597 |
| Wells Fargo Advisors | Investment advisory (plan) | $7,979 |
| Mma Securities Llc (Check)/Ryan Roe | Investment advisory (plan) | $7,596 |
| Stifel Advisory /Russell Dibenedett | Investment advisory (plan) | $6,556 |