AUMdb

Pyramid Companies 401(k) Plan

Sponsored by Pyramid Management Group, Llc · EIN 274115851 · Plan #002

Total assets
$20.2M
Net assets
$20.2M
Active participants
187
With balances
255

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
Cambridge Investment Research Advisors, Inc. CRD 134139 fuzzy_auto · 95% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Cambridge Investement Research Advi Investment advisory (plan) $57,677
Transamerica Retirement Solutions Recordkeeping, Participant loan processing, Investment management fees (indirect) $24,401
Actuarial Pension Analysts Inc Recordkeeping, Participant loan processing, Recordkeeping fees $1,525