Pine Manor, Inc. 401(k) Plan
Sponsored by Pine Manor, Inc. · EIN 351070631 · Plan #001
- Total assets
- $16.1M
- Net assets
- $16.1M
- Active participants
- 811
- With balances
- 324
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lake City Bank | Investment advisory (participants), Investment advisory (plan), Investment management | $58,612 |
| Ascensus Consulting | Recordkeeping, Consulting (general), Valuation | $45,425 |
| Charles Schwab Bank | Custodial (securities), Shareholder servicing fees, Float revenue | $2,118 |
| Charles Schwab & Co. | Securities brokerage commissions | $73 |