The Pareto 401 K Plan
Sponsored by Pareto Captive Services, Llc · EIN 275552975 · Plan #001
- Total assets
- $18.5M
- Net assets
- $18.5M
- Active participants
- 254
- With balances
- 323
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping fees | $19,067 |
| Atlantic Pension Services Inc | Contract administrator | $1,800 |
| Ascensus Llc | Account maintenance fees | $0 |