Pentegra Defined Contribution Plan For Financial Institutions
Sponsored by Board Of Directors Of Pentegra Defined Contribution Plan · EIN 136321489 · Plan #333
- Total assets
- $2.3B
- Net assets
- $2.3B
- Active participants
- 35,585
- With balances
- 21,969
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 |
| Cambridge Investment Research Advisors, Inc. CRD 134139 | fuzzy_auto · 95% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pentegra Retirement Services | Contract administrator | $8,842,089 |
| Reliance Trust Company | Trustee (institutional) | $49,535 |
| Global Retirement Partners | Investment advisory (plan) | $45,397 |
| Clifton Larson Allen | Accounting | $29,400 |
| Cambridge Investment Research, Inc | Investment advisory (plan) | $11,140 |
| Cuso Financial Services, Lp | Investment advisory (plan) | $6,342 |
| Mcconnell Valdes Llc | Legal | $1,320 |
| State Street Global Advisors | Custodial (other), Custodial (securities), Investment management fees (direct) | $0 |
| Charles Schwab & Co., Inc. | Securities brokerage | $0 |