Seligman Group Retirement Plan
Sponsored by Pentegra Services, Inc. · EIN 133745616 · Plan #008
- Total assets
- $13.9M
- Net assets
- $13.9M
- Active participants
- 121
- With balances
- 118
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 |
|---|---|---|
| Capital Asset Advisory Services, Llc. CRD 110929 | fuzzy_auto · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Asset Advisory Services, Ll | Investment advisory (plan) | $40,028 |
| Pentegra Services Inc | Contract administrator | $27,365 |
| Empower Annuity Insurance Company O | Recordkeeping fees | $26,039 |