Petra Incorporated 401(k) P/S Plan
Sponsored by Petra Incorporated · EIN 820475734 · Plan #001
- Total assets
- $4.4M
- Net assets
- $4.4M
- Active participants
- 121
- With balances
- 130
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 |
|---|---|---|
| Merit Financial Group, Llc CRD 142457 | deterministic · 100% | 2024 |
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Merit Financial Group, Llc | Investment advisory (participants) | $17,460 |
| John Hancock Life Insurance Company | Recordkeeping, Investment management, Shareholder servicing fees | $4,503 |
| Lpl Financial Llc | Investment advisory (participants) | $3,100 |