AUMdb

Pine Companies 401(k) Plan

Sponsored by Pine Pharmacy And Home Care Products Center Inc Dba Pine Pharmacy · EIN 161252771 · Plan #001

Total assets
$18.3M
Net assets
$18.2M
Active participants
167
With balances
208

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
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $66,963
Rimkus, Marciano, & Associates Inc Contract administrator, Other services, Direct payment from the plan $6,344
Cadaret, Grant Agency Inc Other commissions $0
Rimkus Marciano & Associates Inc. Contract administrator $0
Empower Life & Annuity Insurance Co Recordkeeping fees $0
Cadaret Grant & Company Inc Investment advisory (plan), Other fees $0