The Retiresmart Pep
Sponsored by Pentegra Services, Inc. · EIN 133745616 · Plan #009
- Total assets
- $25.5M
- Net assets
- $25.5M
- Active participants
- 1,574
- With balances
- 846
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Equitable Advisors, Llc CRD 6627 | deterministic · 100% | 2024 |
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Transamerica Retirement Solutions | Recordkeeping, Participant loan processing, Investment management fees (indirect) | $74,220 |
| Pentegra Services Inc. | Recordkeeping, Participant loan processing, Recordkeeping fees | $62,944 |
| Global Retirement Partners Llc | Investment advisory (plan) | $10,763 |
| Equitable Advisors Llc | Investment advisory (plan) | $10,094 |
| Creative Planning | Investment advisory (plan) | $8,224 |