The 401(k) Plan
Sponsored by Pentegra Services, Inc · EIN 133745616 · Plan #006
- Total assets
- $192M
- Net assets
- $192M
- Active participants
- 9,164
- With balances
- 9,306
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 |
|---|---|---|
| Flexpath Strategies Llc CRD 174306 | deterministic · 100% | 2024 |
| Kestra Advisory Services, Llc CRD 283330 | deterministic · 100% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Services Inc | Other fees, Contract administrator | $478,350 |
| Nfp Retirement Inc | Investment advisory (plan), Other fees | $239,181 |
| Benefit Trust Company | Contract administrator, Trustee (directed), Other fees | $19,074 |
| Flexpath Strategies Llc | Other fees, Investment advisory (plan) | $6,309 |
| Kestra Advisory Services Llc | Other fees, Investment advisory (plan) | $3,666 |
| Mmlis | Investment advisory (plan) | $3,208 |
| Empower Annuity Insurance Company | Recordkeeping fees | $2,241 |
| Empower Advisory Group Llc | Investment management | $305 |