AUMdb

Peerless Technologies Corporation 401(k) Plan

Sponsored by Peerless Technologies Corporation · EIN 364353581 · Plan #001

Total assets
$31.7M
Net assets
$31.7M
Active participants
395
With balances
685

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
Empower Advisory Group, Llc CRD 112058 deterministic · 100% 2024
Anderson Financial Strategies, Llc CRD 290343 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Empower Advisory Group, Llc Investment management $65,692
Anderson Financial Strategies, Llc Investment advisory (plan) $65,605
Empower Annuity Ins Co Of America Recordkeeping fees $62,879
Benefit Solutions Etc, Ltd Contract administrator $10,280