Pence Construction 401(k) Plan
Sponsored by Lcg Pence, Llc · EIN 223878410 · Plan #001
- Total assets
- $20.3M
- Net assets
- $20.3M
- Active participants
- 149
- With balances
- 208
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 |
|---|---|---|
| Aldrich Wealth, Limited Partnership CRD 147200 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Aldrich Wealth Limited Partnership | Investment advisory (plan) | $64,870 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $29,606 |
| Prime Retirement Solutions Llc | Contract administrator | $10,683 |