Charles Penzone, Inc. 401(k) Plan And Trust
Sponsored by Charles Penzone, Inc. · EIN 310749362 · Plan #003
- Total assets
- $14.6M
- Net assets
- $14.6M
- Active participants
- 307
- With balances
- 308
Plan year beginning 01/01/2024 · 401(k)
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 |
|---|---|---|
| Everhart Financial Group, Inc | Recordkeeping, Trustee (institutional), Other services | $34,206 |
| Adp, Inc. | Participant loan processing, Direct payment from the plan, Recordkeeping | $32,876 |
| Adp Broker Dealer | Sub-transfer agency fees, Shareholder servicing fees | $0 |