Pearlman Group 401(k) Plan
Sponsored by Gran Quartz, Lp · EIN 582368164 · Plan #001
- Total assets
- $15.4M
- Net assets
- $15.4M
- Active participants
- 295
- With balances
- 336
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 |
|---|---|---|
| Empower Annuity Insurance Company O | Recordkeeping fees | $33,132 |
| Creative Planning Llc | Investment advisory (plan) | $30,484 |