AUMdb

Pembina U.S. Corporation Wealth Accumulation Plan

Sponsored by Pembina Us Corporation · EIN 203055482 · Plan #003

Total assets
$68.3M
Net assets
$68.3M
Active participants
268
With balances
322

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
Fidelity Investments Institutional Participant loan processing, Recordkeeping fees, Account maintenance fees $53,692

Filing history

Plan year Assets Participants Source
01/01/2024 $68.3M 268 ack 20251010111409NAL0012410816001
01/01/2021 $53.8M 198 ack 20250207161534NAL0006678499001
01/01/2020 $45.0M 203 ack 20250207161715NAL0014142225001