Pdc 401(k) Plan
Sponsored by Pdc Machines Llc · EIN 232274559 · Plan #001
- Total assets
- $7.2M
- Net assets
- $7.2M
- Active participants
- 87
- With balances
- 143
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 |
|---|---|---|
| Kathmere Capital Management, Llc CRD 305118 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Kathmere Capital Mgmt | Investment advisory (plan) | $18,282 |
| The Vanguard Group, Inc. | Recordkeeping fees | $14,840 |
| Alerus Retirement Consulting | Contract administrator | $7,342 |
| Ascensus Llc | Other fees | $65 |