Pepper Source, Ltd. & Subsidiaries 401(k) Plan
Sponsored by Pepper Source, Ltd. · EIN 721181338 · Plan #003
- Total assets
- $15.1M
- Net assets
- $15.0M
- Active participants
- 295
- With balances
- 426
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Lpl Financial, Llc | Investment advisory (plan) | $59,713 |
| Capital Group Retirement Plan Servi | Recordkeeping fees | $41,610 |
| The Haslauer Group, Inc | Contract administrator | $17,189 |