The Penta Building Group, Llc 401(k) Plan
Sponsored by The Penta Building Group, Llc · EIN 262603033 · Plan #001
- Total assets
- $80.7M
- Net assets
- $80.7M
- Active participants
- 521
- With balances
- 567
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | fuzzy_auto · 94% | 2024 |
| Centaurus Financial, Inc. CRD 30833 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial Llc Rpcp | Investment advisory (participants), Investment advisory (plan) | $86,932 |
| Centaurus Financial, Inc | Investment advisory (participants), Investment advisory (plan) | $27,188 |
| Alliance Benefit Group | Participant loan processing, Other fees | $25,305 |
| Nationwide | Participant loan processing, Distribution (12b-1) fees, Recordkeeping fees | $4,467 |