Pen Link, Ltd. 401(k) Plan
Sponsored by Pen Link, Ltd. · EIN 470707585 · Plan #001
- Total assets
- $41.2M
- Net assets
- $41.2M
- Active participants
- 154
- With balances
- 149
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 |
|---|---|---|
| Plan A Wealth, Llc CRD 287860 | deterministic · 100% | 2024 |
| Bellwether Advisors, Llc CRD 300012 | deterministic · 100% | 2024 |
| Alera Investment Advisors, Llc CRD 287906 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Bellwether Advisors, Llc | Investment advisory (participants), Direct payment from the plan | $67,901 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $41,097 |
| Alera Investment Advisors, Llc | Investment advisory (plan), Direct payment from the plan | $28,118 |
| Pen Link Ltd | Accounting, Direct payment from the plan | $18,900 |
| Plan A Wealth Llc | Investment advisory (participants), Direct payment from the plan | $9,235 |