Pearl Technology, Llc Retirement & Savings Plan
Sponsored by Pearl Technology, Llc · EIN 843954605 · Plan #001
- Total assets
- $13.8M
- Net assets
- $13.8M
- Active participants
- 48
- With balances
- 190
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 |
|---|---|---|
| Cliftonallen Larson | Accounting, Consulting (general) | $15,939 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $463 |