Pennant 401(k) Retirement Savings Plan
Sponsored by Pennant Services, Inc. · EIN 833612637 · Plan #001
- Total assets
- $75.1M
- Net assets
- $75.1M
- Active participants
- 6,390
- With balances
- 4,888
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 |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $337,547 |
| Institutional Investment Consultin | Consulting (general) | $71,000 |
| Moss Adams Llp | Accounting | $22,575 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $17,276 |
| Groom Law Group Chartered | Legal | $7,644 |