Pando 401(k) Plan
Sponsored by Pando Llc · EIN 883328544 · Plan #001
- Total assets
- $38.3M
- Net assets
- $38.3M
- Active participants
- 1,835
- With balances
- 1,080
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 |
|---|---|---|
| Wealthspan Investment Management, Llc CRD 309553 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| North American Ktrade Alliance, Llc | Recordkeeping | $93,763 |
| Wealth Plan Investment Management | Investment management | $83,420 |
| Benefit Plans, Inc. | Contract administrator | $44,542 |