The Pleasant Companies 401(k) Plan And Trust
Sponsored by Pleasants Construction, Inc · EIN 521745292 · Plan #001
- Total assets
- $24.2M
- Net assets
- $24.2M
- Active participants
- 762
- With balances
- 703
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Morningstar Investment Management Llc CRD 108031 | deterministic · 100% | 2024 |
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 | $108,781 |
| Global Retirement Partners Llc | Investment advisory (plan), Other fees | $0 |
| Retirement Benefit Solutions Llc | Other services, Other fees | $0 |
| Morningstar Investment Management | Investment advisory (participants), Consulting fees | $0 |