Pantogran Llc Dba Center For Autism And Related Disorders 401(k) Plan
Sponsored by Pantogran Llc Dba Center For Autism And Related Disorders · EIN 931776818 · Plan #001
- Total assets
- $24.1M
- Net assets
- $24.1M
- Active participants
- 2,138
- With balances
- 2,564
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $256,664 |
| Global Retirement Partners Llc | Investment advisory (plan) | $22,733 |
| Holthouse Carlin & Van Trigt Llp | Accounting | $13,995 |