AUMdb

Pioneer Incorporated Employee 401(k) Plan

Sponsored by Pioneer Incorporated · EIN 386061916 · Plan #002

Total assets
$20.5M
Net assets
$20.5M
Active participants
247
With balances
216

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
Midwest Capital Advisors, Llc CRD 125389 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Midwest Capital Advisors, Llc Investment advisory (participants) $29,774
Beene Garter, A Doeren Mayhew Firm Recordkeeping, Recordkeeping fees, Other fees $8,412
John Hancock Life Insurance Company Recordkeeping, Investment management, Sub-transfer agency fees $1,568