AUMdb

Penta Group 401(k) Plan

Sponsored by Penta Group, Llc · EIN 271181604 · Plan #001

Total assets
$10.9M
Net assets
$10.9M
Active participants
196
With balances
318

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
Mma Securities Llc CRD 44254 deterministic · 100% 2024
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Empower Annuity Insurance Company Recordkeeping fees $27,199
Mma Securities Llc Investment advisory (plan) $22,863
Empower Advisory Group, Llc Investment management $2,517