Pbi Gordon Companies, Inc. 401(k) Retirement Savings Plan
Sponsored by Pbi Gordon Companies, Inc · EIN 852832459 · Plan #001
- Total assets
- $33.3M
- Net assets
- $32.8M
- Active participants
- 506
- With balances
- 557
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $88,054 |
| Creative Planning Inc | Contract administrator, Investment advisory (plan), Direct payment from the plan | $73,121 |