Pandi Capital Llc 401(k) Plan
Sponsored by Pandi Capital Llc · EIN 271779970 · Plan #001
- Total assets
- $31.4M
- Net assets
- $31.4M
- Active participants
- 513
- With balances
- 696
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 | fuzzy_auto · 96% | 2024 |
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Empower Annuity Insurance Company | Recordkeeping fees | $82,941 |
| Ascensus Holdings Inc | Contract administrator | $59,004 |
| Pickett, Chaney & Mcmullen Llp | Accounting | $15,350 |
| Creative Planning Holdco Llc | Investment advisory (plan) | $12,875 |
| Empower Advisory Group, Llc | Investment management | $12,051 |
| Creative Planning Llc | Investment advisory (plan) | $6,183 |
| Jackson Lewis Pc | Legal | $438 |