AUMdb

The Peplinski Group, Inc. Profit Sharing 401(k) Plan

Sponsored by The Peplinski Group, Inc. · EIN 383561614 · Plan #003

Total assets
$21.1M
Net assets
$21.1M
Active participants
960
With balances
365

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Annuity Ins Co Of America Recordkeeping fees $46,386
Wells Fargo Advisors Llc Other fees $29,269
Empower Advisory Group Llc Investment management $23,312
Andrews Hooper Pavlik Plc Other fees $14,200
Watkins Ross & Company Contract administrator $8,140