Petra Funds Group Llc 401(k) Profit Sharing Plan & Trust
Sponsored by Petra Funds Group Llc · EIN 872474456 · Plan #001
- Total assets
- $19.9M
- Net assets
- $19.9M
- Active participants
- 227
- With balances
- 209
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $29,483 |
| Morgan Stanley | Investment advisory (plan), Direct payment from the plan | $20,718 |
| Orenda Retirement Llc | Contract administrator, Direct payment from the plan, Other fees | $3,075 |