Pfl Tech, Inc. 401(k) Plan
Sponsored by Pfl Tech, Inc · EIN 810512202 · Plan #001
- Total assets
- $25.0M
- Net assets
- $25.0M
- Active participants
- 210
- With balances
- 391
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 |
|---|---|---|
| Lpl Financial Llc CRD 6413 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees | $58,309 |
| Lpl Financial Llc | Investment advisory (plan) | $27,185 |