AUMdb

Total Pep Solutions

Sponsored by The Retirement Plan Company, Llc · EIN 383712991 · Plan #101

Total assets
$62.4M
Net assets
$62.4M
Active participants
1,610
With balances
561

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
Octavia Wealth Advisors Other fees $27,228
Voya Retirement Insurance And Annui Recordkeeping fees $730
Purshe Kaplan Sterling Investments Other commissions $0