Pogue Construction Co., Lp 401(k) Profit Sharing Plan
Sponsored by Pogue Construction Co., Lp · EIN 751650672 · Plan #002
- Total assets
- $17.9M
- Net assets
- $17.9M
- Active participants
- 257
- With balances
- 272
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 |
|---|---|---|
| Fondren Oaks Capital Management, Llc CRD 290726 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fondren Oaks Capital Management | Investment advisory (participants), Investment advisory (plan), Investment management fees (direct) | $67,624 |
| Ameritas Life Insurance Corp | Claims processing, Contract administrator, Plan administrator | $28,002 |
| Charles Schwab Bank | Custodial (securities), Trustee (directed), Participant loan processing | $5,108 |