Penquis Cap 403(b) Plan
Sponsored by Penquis C.A.P. Inc. · EIN 016023748 · Plan #001
- Total assets
- $19.3M
- Net assets
- $19.3M
- Active participants
- 505
- With balances
- 575
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Oneamerica Retirement Services Llc | Recordkeeping, Participant loan processing, Participant communication | $78,170 |
| Ces Insurance Agency Inc | Investment advisory (participants), Investment advisory (plan), Investment management | $40,605 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |
| Mscs Fs Div Of Broadridge Bpo, Llp | Shareholder servicing fees, Sub-transfer agency fees, Finders' fees/placement fees | $0 |