AUMdb

Poet 401(k) Plan

Sponsored by Poet Biorefining Llc · EIN 474454378 · Plan #001

Total assets
$266M
Net assets
$266M
Active participants
2,397
With balances
3,060

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $143,871
Francis, Llc Accounting, Direct payment from the plan $63,612
Elgethun Capital Management Accounting, Direct payment from the plan $33,403