The Argent Wealth Pep
Sponsored by Plan Professionals, Llc · EIN 853213245 · Plan #325
- Total assets
- $52.3M
- Net assets
- $52.2M
- Active participants
- 1,752
- With balances
- 1,326
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 |
|---|---|---|
| Argent Wealth, Llc CRD 311685 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Argent Wealth Llc | Investment advisory (plan) | $139,099 |
| Pinnacle Financial Services, Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $55,320 |
| 3(16) Fiduciary Services Corp | Plan administrator | $45,823 |
| Transamerica Financial Life Ins. Co | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $36,851 |
| Servant Spirit Services Llc | Other fees | $34,217 |
| Templeton & Company, Llp | Accounting | $28,470 |