AUMdb

Pangiam Holdings, Llc Retirement Plan

Sponsored by Pangiam Holdings, Llc · EIN 853278969 · Plan #001

Total assets
$0
Net assets
$0
Active participants
0
With balances
0

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
Amerant Investments, Inc. CRD 117284 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Ameritas Investment Corp Investment advisory (plan) $29,788
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $8,495