Pancreatic Cancer Action Network 401(k) Plan
Sponsored by Pancreatic Cancer Action Network · EIN 330841281 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 144
- With balances
- 214
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 |
|---|---|---|
| Commonwealth Equity Services, Llc CRD 8032 | fuzzy_auto · 100% | 2024 |
| Cfm Advisors Inc CRD 111581 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Commonwealth Equity Services Llc Db | Investment advisory (plan) | $37,770 |
| Cfm Advisors | Investment advisory (plan) | $3,777 |
| Jpmorgan Invest Holdings Llc | Recordkeeping fees | $1,230 |