Retiremint Pep
Sponsored by The Finway Group, Llc · EIN 421468222 · Plan #012
- Total assets
- $12.7M
- Net assets
- $12.7M
- Active participants
- 868
- With balances
- 759
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 |
|---|---|---|
| Greenline Wealth Management Llc CRD 298397 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Finway Group, Llc | Contract administrator | $93,608 |
| Greenline Wealth Management | Investment advisory (plan) | $87,309 |
| Cota Street Investment Management | Investment management | $6,398 |