Panel Specialists, Inc. 401(k) Plan
Sponsored by Panel Specialists, Inc. · EIN 742567556 · Plan #001
- Total assets
- $6.9M
- Net assets
- $6.9M
- Active participants
- 91
- With balances
- 108
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 |
|---|---|---|
| Investors Brokerage Of Texas, Ltd. CRD 13037 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Stancorp Financial Group | Claims processing, Recordkeeping, Custodial (other) | $34,818 |
| Investors Brokerage Of Texas, Ltd | Investment advisory (plan), Consulting fees | $14,352 |