AUMdb

Pinion, Llc 401(k) Plan

Sponsored by Pinion, Llc · EIN 480567703 · Plan #002

Total assets
$126M
Net assets
$126M
Active participants
607
With balances
746

Plan year beginning 04/01/2024 · 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
Nationwide Recordkeeping, Recordkeeping fees $104,573
Iron Co Fid Comprehensive Investment management fees (direct) $61,278