Pantherx Specialty, Llc 401(k) Plan
Sponsored by Pantherx Specialty, Llc · EIN 453620087 · Plan #002
- Total assets
- $16.8M
- Net assets
- $16.6M
- Active participants
- 638
- With balances
- 648
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | 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, Other services, Shareholder servicing fees | $67,592 |
| Wells Fargo Advisors, Llc | Investment advisory (plan) | $27,429 |
| Dunbar Bender & Zapf, Inc. | Recordkeeping, Consulting (general), Other services | $18,195 |
| Empower Advisory Group, Llc | Investment management | $14,344 |